# Robert Smith

> Robert Smith is a fee-only financial advisor at Mark Smith Financial Services in Thousand Oaks, California, who holds the PFS credential. Mark Smith Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-smith/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mark Smith Financial Services
- **Based in:** Thousand Oaks, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $107.7M across 312 accounts
- **Credentials:** PFS
- **CRD:** 2953960 (https://adviserinfo.sec.gov/individual/summary/2953960)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.marksmithfinancialservices.com

## Frequently asked questions

### Is Robert Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Mark Smith Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Mark Smith Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Smith based?

Robert Smith is based in Thousand Oaks, California.

### What credentials does Robert Smith hold?

Robert Smith holds the PFS credential.

### Is Robert Smith registered with the SEC?

Yes. Robert Smith is registered as an investment adviser representative in CA (CRD 2953960), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mark Smith Financial Services manage?

Mark Smith Financial Services reports $107.7M across 312 accounts in assets under management.

### How do I contact Robert Smith?

Through Robert's website, www.marksmithfinancialservices.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2953960): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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