# Mark Ziety

> Mark Ziety is a fee-only financial advisor at WisMed Financial, Inc. in Fitchburg, Wisconsin, who holds the AIF, BS and CFP credentials. WisMed Financial, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** WisMed Financial, Inc.
- **Based in:** Fitchburg, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $82.5M across 269 accounts
- **Credentials:** AIF, BS, CFP
- **CRD:** 4902024 (https://adviserinfo.sec.gov/individual/summary/4902024)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wismedfinancial.org

## Frequently asked questions

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

Yes. Mark Ziety is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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, WisMed Financial, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Mark Ziety based?

Mark Ziety is based in Fitchburg, Wisconsin.

### What credentials does Mark Ziety hold?

Mark Ziety holds the AIF, BS and CFP credentials.

### Is Mark Ziety registered with the SEC?

Yes. Mark Ziety is registered as an investment adviser representative in WI (CRD 4902024), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does WisMed Financial, Inc. manage?

WisMed Financial, Inc. reports $82.5M across 269 accounts in assets under management.

### How do I contact Mark Ziety?

Through Mark's website, wismedfinancial.org.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46151): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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