Mark Zywiol
Stonebrook Private · Northville, Michigan
Mark Zywiol is a fee-only financial advisor at Stonebrook Private in Northville, Michigan, who holds the CFP credential. Mark focuses on tax planning and estate & legacy planning. Stonebrook Private reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Stonebrook Private |
|---|---|
| Based in | Northville, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $937.0M across 4,146 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 6645201 |
| Exams passed | Series 66 (2017) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | stonebrookprivate.com |
How Mark's firm compares
- Stonebrook Private's average account is about $226,000, from its Form ADV (assets managed divided by 4,146 accounts).
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Questions about Mark
Is Mark Zywiol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Stonebrook Private 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, Stonebrook Private, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Zywiol based?
Mark Zywiol is based in Northville, Michigan.
What does Mark specialize in?
Mark's specialties include tax planning and estate & legacy planning. Mark works with multi-generational families.
What credentials does Mark Zywiol hold?
Mark Zywiol holds the CFP credential.
Is Mark Zywiol registered with the SEC?
Yes. Mark Zywiol is registered as an investment adviser representative in MI (CRD 6645201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebrook Private manage?
Stonebrook Private reports $937.0M across 4,146 accounts in assets under management.
How do I contact Mark Zywiol?
Through Mark's website, stonebrookprivate.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
- Stonebrook Private 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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