Mason Schreck
Alpha Zero · Boca Raton, Florida
Mason Schreck is a fee-only financial advisor at Alpha Zero in Boca Raton, Florida. Alpha Zero reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Founders
- Executives
Facts
| Firm | Alpha Zero |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $269.8M across 456 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 7856635 |
| Exams passed | Series 65 (2024) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.alphazerowealth.com |
How Mason's firm compares
- Alpha Zero's average account is about $592,000, from its Form ADV (assets managed divided by 456 accounts).
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Questions about Mason
Is Mason Schreck a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mason holds no broker registration, and Alpha Zero reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mason charge for financial advice?
Mason's firm, Alpha Zero, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Mason Schreck based?
Mason Schreck is based in Boca Raton, Florida.
Is Mason Schreck registered with the SEC?
Yes. Mason Schreck is registered as an investment adviser representative in FL and TX (CRD 7856635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alpha Zero manage?
Alpha Zero reports $269.8M across 456 accounts in assets under management.
How do I contact Mason Schreck?
Through Mason's website, www.alphazerowealth.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
- Alpha Zero 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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