Mark Stratton
Private Client Advisor Group · Palm City, Florida
Mark Stratton is a fee-only financial advisor at Private Client Advisor Group in Palm City, Florida. Private Client Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Private Client Advisor Group |
|---|---|
| Based in | Palm City, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110M across 391 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 1894252 |
| Exams passed | Series 63 (1992) · Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.privateclientadvisor.net |
| Profile |
How Mark's firm compares
- Private Client Advisor Group's average account is about $281,000, from its Form ADV (assets managed divided by 391 accounts).
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Questions about Mark
Is Mark Stratton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Private Client Advisor Group 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's firm, Private Client Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Stratton based?
Mark Stratton is based in Palm City, Florida.
Is Mark Stratton registered with the SEC?
Yes. Mark Stratton is registered as an investment adviser representative in FL and TX (CRD 1894252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Client Advisor Group manage?
Private Client Advisor Group reports $110M across 391 accounts in assets under management.
How do I contact Mark Stratton?
Through Mark's website, www.privateclientadvisor.net.
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
- 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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