MP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,572 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B
Fee Structure
Minimum Investment:$5K
This firm offers financial planning, consulting, and asset management services. Details on fees for these services were not included in this brochure.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance Planning
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Advisor Information
Office location
1020 W. 18th Street, Suite 1, Wilmington, DE, 19802
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark serves as a Deacon and Song Leader at Calvary Baptist Church since 2004. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Wealthplan Investment Management LLC
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Securities America, INC.Broker
January 2018 - August 2022 · 4 yrs 7 mos
LPL Financial LLC Broker
September 2016 - February 2018 · 1 yr 5 mos
State Registrations1 state
DE
Advisor
Exams
No exam information available for this advisor.