Mark Whitman
Highland Investment Advisors · Ponte Vedra, Florida
Mark Whitman is a fee-only financial advisor at Highland Investment Advisors in Ponte Vedra, Florida, who holds the CFP credential. Mark focuses on retirement planning, physicians & residents and tax planning. Highland Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Highland Investment Advisors |
|---|---|
| Based in | Ponte Vedra, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $368.3M across 1,412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 7076144 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.highlandinvestmentadvisors.com |
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Questions about Mark
Is Mark Whitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Highland Investment Advisors 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, Highland Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Mark charge?
According to Highland Investment Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Mark Whitman based?
Mark Whitman is based in Ponte Vedra, Florida.
What does Mark specialize in?
Mark's specialties include retirement planning, physicians & residents, tax planning and estate & legacy planning. Mark works with physicians, founders, executives, retirees and pre-retirees.
What credentials does Mark Whitman hold?
Mark Whitman holds the CFP credential.
Is Mark Whitman registered with the SEC?
Yes. Mark Whitman is registered as an investment adviser representative in FL (CRD 7076144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Highland Investment Advisors manage?
Highland Investment Advisors reports $368.3M across 1,412 accounts in assets under management.
How do I contact Mark Whitman?
Through Mark's website, www.highlandinvestmentadvisors.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
- Highland Investment Advisors 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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