Mark Tholl
Wealthspan Partners · Davenport, Iowa
Mark Tholl is a fee-only financial advisor at Wealthspan Partners in Davenport, Iowa, who holds the CFP credential. Wealthspan Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Wealthspan Partners |
|---|---|
| Based in | Davenport, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $451.1M across 1,610 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, IA · CRD 2290346 |
| Exams passed | Series 63 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wealthspanpartners.com |
| Profile |
How Mark's firm compares
- Wealthspan Partners's average account is about $280,000, from its Form ADV (assets managed divided by 1,610 accounts).
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Questions about Mark
Is Mark Tholl a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Wealthspan Partners 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, Wealthspan Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Tholl based?
Mark Tholl is based in Davenport, Iowa.
What credentials does Mark Tholl hold?
Mark Tholl holds the CFP credential.
Is Mark Tholl registered with the SEC?
Yes. Mark Tholl is registered as an investment adviser representative in FL and IA (CRD 2290346), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthspan Partners manage?
Wealthspan Partners reports $451.1M across 1,610 accounts in assets under management.
How do I contact Mark Tholl?
Through Mark's website, wealthspanpartners.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.
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