# Mark Thomas

> Mark Thomas is a fee-only financial advisor at Root Wealth Management in Decatur, Georgia, who holds the CFP credential. Root Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-thomas/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Root Wealth Management
- **Based in:** Decatur, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $33.1M across 116 accounts
- **Credentials:** CFP
- **CRD:** 1513398 (https://adviserinfo.sec.gov/individual/summary/1513398)
- **SEC registration:** Investment adviser representative in GA, LA, TX
- **Exams passed:** Series 63 (2004), Series 65 (1992)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.root-wealth.com

## Frequently asked questions

### Is Mark Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Root Wealth Management 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, Root Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Thomas based?

Mark Thomas is based in Decatur, Georgia.

### What credentials does Mark Thomas hold?

Mark Thomas holds the CFP credential.

### Is Mark Thomas registered with the SEC?

Yes. Mark Thomas is registered as an investment adviser representative in GA, LA and TX (CRD 1513398), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Root Wealth Management manage?

Root Wealth Management reports $33.1M across 116 accounts in assets under management.

### How do I contact Mark Thomas?

Through Mark's website, www.root-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1513398): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.