Mark Westerman
Mark L. Westerman, CPA · Victoria, Texas
Mark Westerman is a fee-only financial advisor at Mark L. Westerman, CPA in Victoria, Texas. Mark L. Westerman, CPA reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mark L. Westerman, CPA |
|---|---|
| Based in | Victoria, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $74.0M across 41 accounts |
| SEC registration | Investment adviser representative in TX · CRD 1791161 |
| Exams passed | Series 63 (1988) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Mark's firm compares
- Mark L. Westerman, CPA's average account is about $1.8 million, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Mark
Is Mark Westerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Mark L. Westerman, CPA 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, Mark L. Westerman, CPA, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Westerman based?
Mark Westerman is based in Victoria, Texas.
Is Mark Westerman registered with the SEC?
Yes. Mark Westerman is registered as an investment adviser representative in TX (CRD 1791161), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mark L. Westerman, CPA manage?
Mark L. Westerman, CPA reports $74.0M across 41 accounts in assets under management.
How do I contact Mark Westerman?
Contact details aren't on file yet. Search for Mark L. Westerman, CPA.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Victoria
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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