Firm
Mark Smith Financial Services
Thousand Oaks Drive, California
Fee-only
Mark Smith Financial Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the PFS.
- Its Form ADV reports 3 employees and 124 individual clients, 50 of them high net worth.
- Its average account is about $345,000 (assets it manages divided by its 312 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Thousand Oaks Drive, California |
|---|---|
| Website | marksmithfinancialservices.com |
| Phone | (805) 494-1588 |
Mark Smith Financial Services fees
Mark Smith Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $108 million |
| Individual clients | 74 |
| High-net-worth clients | 50 |
| Accounts managed | 312 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 131890 |