Mark Vandenburg
Prepared Retirement Institute · Montgomeryville, Pennsylvania
Mark Vandenburg is a fee-only financial advisor at Prepared Retirement Institute in Montgomeryville, Pennsylvania, who holds the CFP credential. Prepared Retirement Institute reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Prepared Retirement Institute |
|---|---|
| Based in | Montgomeryville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $307.6M across 818 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6255549 |
| Exams passed | Series 63 (2013) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | thewidowempowerment.blubrry.net |
How Mark's firm compares
- Prepared Retirement Institute's average account is about $376,000, from its Form ADV (assets managed divided by 818 accounts).
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Questions about Mark
Is Mark Vandenburg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Prepared Retirement Institute 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, Prepared Retirement Institute, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mark Vandenburg based?
Mark Vandenburg is based in Montgomeryville, Pennsylvania.
What credentials does Mark Vandenburg hold?
Mark Vandenburg holds the CFP credential.
Is Mark Vandenburg registered with the SEC?
Yes. Mark Vandenburg is registered as an investment adviser representative in PA and TX (CRD 6255549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prepared Retirement Institute manage?
Prepared Retirement Institute reports $307.6M across 818 accounts in assets under management.
How do I contact Mark Vandenburg?
Through Mark's website, thewidowempowerment.blubrry.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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