# Mark Whitaker

> Mark Whitaker is a fee-only financial advisor at Retirement Advice LLC in Provo, Utah, who holds the CFP and MSFP credentials. Mark charges a percentage of assets and a one-time planning fee (one-time plans from $9,000 and 0.25%–1.25% a year of assets managed) and focuses on retirement planning, tax planning and pension planning.

Page: https://find.wellspent.co/advisors/mark-whitaker/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Retirement Advice LLC
- **Based in:** Provo, Utah
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $9,000; 0.25%–1.25% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $25.5M across 65 accounts
- **Credentials:** CFP, MSFP
- **Specialties:** Retirement planning, Tax planning, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6407468 (https://adviserinfo.sec.gov/individual/summary/6407468)
- **SEC registration:** Investment adviser representative in HI, UT
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://earlyretirementadvice.com

## Frequently asked questions

### Is Mark Whitaker a fee-only financial advisor?

Yes. Mark Whitaker is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.

### How does Mark charge for financial advice?

Mark charges a percentage of assets and a one-time planning fee.

### How much does Mark charge?

According to Retirement Advice LLC's website, checked October 28, 2026: one-time plans from $9,000; 0.25%–1.25% a year of assets managed.

### Where is Mark Whitaker based?

Mark Whitaker is based in Provo, Utah.

### What does Mark specialize in?

Mark's specialties include retirement planning, tax planning and pension planning. Mark works with pre-retirees and retirees.

### What credentials does Mark Whitaker hold?

Mark Whitaker holds the CFP and MSFP credentials.

### Is Mark Whitaker registered with the SEC?

Yes. Mark Whitaker is registered as an investment adviser representative in HI and UT (CRD 6407468), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Retirement Advice LLC manage?

Retirement Advice LLC reports $25.5M across 65 accounts in assets under management.

### How do I contact Mark Whitaker?

Through Mark's website, earlyretirementadvice.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/mark-whitaker-11458): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://earlyretirementadvice.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.