Mark Steffen
Sightline Wealth Advisors · Groton, Connecticut
Mark Steffen is a fee-only financial advisor at Sightline Wealth Advisors in Groton, Connecticut. Mark charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Sightline Wealth Advisors |
|---|---|
| Based in | Groton, Connecticut |
| Fee model | Percentage of assets |
| Assets under management | $354.2M across 910 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2457526 |
| Exams passed | Series 66 (2002) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | sightlinewa.com |
| Profile |
How Mark's firm compares
- Sightline Wealth Advisors's average account is about $389,000, from its Form ADV (assets managed divided by 910 accounts).
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Questions about Mark
Is Mark Steffen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Sightline Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a percentage of assets.
Where is Mark Steffen based?
Mark Steffen is based in Groton, Connecticut.
What does Mark specialize in?
Mark's specialties include retirement planning. Mark works with retirees.
Is Mark Steffen registered with the SEC?
Yes. Mark Steffen is registered as an investment adviser representative in CT (CRD 2457526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sightline Wealth Advisors manage?
Sightline Wealth Advisors reports $354.2M across 910 accounts in assets under management.
How do I contact Mark Steffen?
Through Mark's website, sightlinewa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sightline Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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