MarkSharp- Financial Advisor Portland, OR

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About Mark Sharp

Most planning firms focus on saving for retirement. While that's important, spending in retirement -- retirement income planning -- is far more complex than saving for retirement. For good reason, since maintaining steady spending power over a potentially long retirement while facing many risks is not something everyone can manage effectively. We bring a unique combination of experience, skills, and training to this problem domain to help our clients best utilize their resources in retirement.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

4975830

Firm CRD#

285773

Name of Broker/Dealer

Altruist

Name of Custodial Firm

Altruist

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Retirement Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, EA, RICP^®

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$45,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$45,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Additional Details on Charges

We are a fee-only, virtual financial services firm offering retirement income, investment, and tax advisory services for those nearing or recently retired. The fee ranges from $8,250 to $9,500, depending on household size. Visit our website, www.marksharpretirement.com, for more information on our services.

Minimum Fee Charged for Managed Accounts

$8,250

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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Paladin Research Report For:

Mark Sharp

Mark Sharp Retirement