Mark Vitek
NC Money Management · Raleigh, North Carolina
Mark Vitek is a fee-only financial advisor at NC Money Management in Raleigh, North Carolina, who holds the CFP credential. NC Money Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | NC Money Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $26.6M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 4629578 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mark's firm compares
- NC Money Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Mark
Is Mark Vitek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and NC Money 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, NC Money Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Vitek based?
Mark Vitek is based in Raleigh, North Carolina.
What credentials does Mark Vitek hold?
Mark Vitek holds the CFP credential.
Is Mark Vitek registered with the SEC?
Yes. Mark Vitek is registered as an investment adviser representative in NC (CRD 4629578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NC Money Management manage?
NC Money Management reports $26.6M across 17 accounts in assets under management.
How do I contact Mark Vitek?
Contact details aren't on file yet. Search for NC Money Management.
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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