Paladin Research Report For:
Mark Sharp
Mark Sharp Retirement
About Mark Sharp
You may be wondering: why retirement income planning? I believe all financial planning roads lead to retirement. And helping people invent and transition into a new life stage is gratifying work. My goal is to help you optimize your retirement income so you can enjoy this next chapter of your life. You've worked hard and deserve to live the retirement you want. Whatever role I take with you and whatever questions I seek to answer, my objective is always to enable you to make good decisions and maintain actions that allow you to achieve the retirement you deserve.
At Mark Sharp Retirement, we are focused on retirement income planning. I start by taking the time to gain a deeper understanding of your unique vision for your retirement lifestyle. All advice and strategy we work on together ties back to that vision.Mark Sharp is passionate about helping people achieve retirement goals and enjoy their post-work lives. In pursuit of that passion, he is a certified financial planner, retirement income strategist, and author. He is the founder and owner of Mark Sharp Retirement, a fee-only financial service firm that helps soon-to-be and retired individuals make the best use of their resources in retirement. Mark has extensive experience and credentials in retirement income planning, tax advisory, and wealth management.
Mark lives in the Pacific Northwest. He loves traveling the world, learning new languages, playing the flamenco guitar, and cooking exotic dishes. He also enjoys swimming, amateur piloting, and eating healthy. Mark firmly believes retirement is not the end of a journey but the beginning of a new one. He wants to inspire his readers to plan for retirement income comprehensively and confidently. His goal is to provide clients with the tools and insights to make informed decisions about how to use their resources to fund their spending goals.
General Information
Firm Start Year
- 2017
No. of Employees
- 2-4
CRD#
- 4975830
Firm CRD#
- 285773
Name of Broker/Dealer
- Altruist
Name of Custodial Firm
- Altruist
States Licensed in
- OR
Years of Experience in Financial Services
- 15
Number of Years with Current Firm
- 7
Work Experience
- Mark has spent over a decade in the retirement planning business, talking to scores of retirees nationwide. Many are unsure about this next stage and how they will fund their desired lifestyle. Mark helps those facing this challenge and many others successfully transition from work life to retirement. He looks forward to sharing his principles with you and helping you unlock the potential of your retirement.
Work with the following types of clients
- Individual Investors
Advisory Services Provided
- Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Tax Advice and Services, Risk Management
Compliance
Registered Investment Advisor
- Yes
Investment Advisor Representative
- Yes
Acknowledged fiduciary
- Yes
Compliance Disclosures in Last 5 years
- I have a clean record
Criminal Disclosures in Last 5 years
- I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
- CFP®, EA, RICP®
Firm Information
Firm's Number of Clients
- 25
Firm's Number of Planning Clients
- 25
Firm's Number of Managed Clients
- 25
Assets Managed by Firm
- $45,000,000
Advisor's Number of Clients
- 120
Advisor's Number of Managed Clients
- 20
Advisor's Number of Planning Clients
- 20
Assets Managed by Advisor
- $10,000,000
Compensation and Fees
Fee Structure
- Fee-Only
Minimum Portfolio Size for New Managed Accounts
- $500,000
Compensation Methods
- Based on Assets, Flat Fee
Additional Details on Charges
- Mark Sharp Retirement offers fee-only financial planning and investment management tailored to individuals and couples approaching or living in retirement. Our services are structured to support sustainable retirement income, tax-efficient withdrawals, and coordinated investment strategyall delivered with clarity, transparency, and a fiduciary commitment.
We offer three service tiers to meet different levels of need: a flat-fee Retainer option ($7,500$10,000 annually) that includes comprehensive planning, investment management, and tax preparation; a Hybrid model ($3,000$5,000 flat fee + 0.35% AUM) for those who want planning and portfolio oversight but prefer to handle tax prep separately; and an AUM-only service (0.75% on the first $1M) for clients seeking investment management without ongoing planning. No commissions, no product salesjust advice designed to help you retire with confidence.
Minimum Fee Charged for Managed Accounts
- $7,500
Education
Bachelor of Science - Computer Science/Mathematics
California State University, East Bay
08/27/1983 -06/18/1987
Disclosures
PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash for these referrals, which incentivizes PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
https://marksharpretirement.com/disclaimer
Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1889636/paladinregistry-Mark-Sharp-Retirement-detailed-disclosure.html
Disclaimer
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