Mark Thomas
Root Wealth Management · Decatur, Georgia
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.
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Facts
| Firm | Root Wealth Management |
|---|---|
| Based in | Decatur, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $33.1M across 116 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, LA, TX · CRD 1513398 |
| Exams passed | Series 63 (2004) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.root-wealth.com |
How Mark's firm compares
- Root Wealth Management's average account is about $285,000, from its Form ADV (assets managed divided by 116 accounts).
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Questions about Mark
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.
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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