Susan Marki
Marki Financial Services · La Canada Flintridge, California
Susan Marki is a fee-only financial advisor at Marki Financial Services in La Canada Flintridge, California, who holds the CFP and CFA credentials. Marki Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Marki Financial Services |
|---|---|
| Based in | La Canada Flintridge, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $53.4M across 87 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 1403953 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Susan's firm compares
- Marki Financial Services's average account is about $613,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about Susan
Is Susan Marki a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Marki Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Marki Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Susan Marki based?
Susan Marki is based in La Canada Flintridge, California.
What credentials does Susan Marki hold?
Susan Marki holds the CFP and CFA credentials.
Is Susan Marki registered with the SEC?
Yes. Susan Marki is registered as an investment adviser representative in CA (CRD 1403953), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marki Financial Services manage?
Marki Financial Services reports $53.4M across 87 accounts in assets under management.
How do I contact Susan Marki?
Contact details aren't on file yet. Search for Marki Financial Services.
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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