Mark Whitaker
Retirement Advice LLC · Provo, Utah
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
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 |
| Assets under management | $25.5M across 65 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in HI, UT · CRD 6407468 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | earlyretirementadvice.com |
| Profile |
How Mark's firm compares
- A one-time plan starts at $9,000, above the US median of $2,000 for fee-only firms that publish prices.
- Retirement Advice LLC's average account is about $393,000, from its Form ADV (assets managed divided by 65 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Retirement Advice LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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