Mark Strey
Neptune Wealth · Pittsburgh, Pennsylvania
Mark Strey is a fee-only financial advisor at Neptune Wealth in Pittsburgh, Pennsylvania, who holds the CFP credential. Neptune Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mark →
Facts
| Firm | Neptune Wealth |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.5M across 189 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, PA, WI · CRD 6221051 |
| Exams passed | Series 63 (2013) · Series 65 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.neptunewealth.com |
How Mark's firm compares
- Neptune Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 189 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Strey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Neptune Wealth 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, Neptune Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Strey based?
Mark Strey is based in Pittsburgh, Pennsylvania.
What credentials does Mark Strey hold?
Mark Strey holds the CFP credential.
Is Mark Strey registered with the SEC?
Yes. Mark Strey is registered as an investment adviser representative in FL, PA and WI (CRD 6221051), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neptune Wealth manage?
Neptune Wealth reports $35.5M across 189 accounts in assets under management.
How do I contact Mark Strey?
Through Mark's website, www.neptunewealth.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
- 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.
See something wrong? Request a correction. Read our methodology.