Mark Vicencio
Lowery Thomas · Pebble Beach, California
Mark Vicencio is a fee-only financial advisor at Lowery Thomas in Pebble Beach, California. Mark focuses on tax planning, estate & legacy planning and retirement planning. Lowery Thomas reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Lowery Thomas |
|---|---|
| Based in | Pebble Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $385.8M across 617 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4105009 |
| Exams passed | Series 65 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lowerythomas.com |
| Profile |
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Questions about Mark
Is Mark Vicencio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Lowery Thomas 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, Lowery Thomas, reports charging a percentage of assets on its SEC Form ADV.
Where is Mark Vicencio based?
Mark Vicencio is based in Pebble Beach, California.
What does Mark specialize in?
Mark's specialties include tax planning, estate & legacy planning, retirement planning and equity compensation. Mark works with high earners.
Is Mark Vicencio registered with the SEC?
Yes. Mark Vicencio is registered as an investment adviser representative in CA and TX (CRD 4105009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lowery Thomas manage?
Lowery Thomas reports $385.8M across 617 accounts in assets under management.
How do I contact Mark Vicencio?
Through Mark's website, www.lowerythomas.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
- Lowery Thomas website : specialties, clients served, and fees, checked October 30, 2026
- 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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