Robert Smith
Mark Smith Financial Services · Thousand Oaks, California
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.
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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 | $107.7M across 312 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in CA · CRD 2953960 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.marksmithfinancialservices.com |
How Robert's firm compares
- Mark Smith Financial Services's average account is about $345,000, from its Form ADV (assets managed divided by 312 accounts).
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Questions about Robert
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.
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
- 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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