Mark Wilson
MILE Wealth Management LLC · Irvine, California
Mark Wilson is a fee-only financial advisor at MILE Wealth Management LLC in Irvine, California, who holds the CFP credential. MILE Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | MILE Wealth Management LLC |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $120.1M across 211 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 3044340 |
| Exams passed | Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Mark's firm compares
- MILE Wealth Management LLC's average account is about $569,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Mark
Is Mark Wilson a fee-only financial advisor?
Yes. Mark Wilson 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's firm, MILE Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Wilson based?
Mark Wilson is based in Irvine, California.
What credentials does Mark Wilson hold?
Mark Wilson holds the CFP credential.
Is Mark Wilson registered with the SEC?
Yes. Mark Wilson is registered as an investment adviser representative in CA (CRD 3044340), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MILE Wealth Management LLC manage?
MILE Wealth Management LLC reports $120.1M across 211 accounts in assets under management.
How do I contact Mark Wilson?
Contact details aren't on file yet. Search for MILE Wealth Management LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Irvine
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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