Mark Sharp Retirement is a fee and advice only, virtual registered investment advisor that specializes in planning for the drawdown phase of people's financial lifetimes when they're no longer receiving a paycheck from their jobs but must still fund their lifestyles during a potentially lengthy retirement.

Firm Start Year

2017

No.of Employees

1

Firm CRD#

285773

States Licensed in

OR

Years of Experience in Financial Services

10

Number of Years with Current Firm

4

Work Experience

Mark has over a decade of experience working in the financial services industry. He began his career with some of America's largest and most respected insurance firms, learning and honing his skills. After working over 6 years helping individuals and families to find the best solutions to their insurance needs, he launched his own financial planning firm -- Mark Sharp Retirement -- to focus on the retirement income planning needs of soon-to-be retirees. Mark enjoys and has helped numerous individuals prepare and structure their retirements to support the income to live the life they want in retirement. His specialized education and training in retirement income planning coupled with his investment and tax planning background enable him to provide a high-value service to comprehensively meet the needs of those seeking to ensure a secure and satisfying retirement.

Advisory Services Provided

Financial Advice & Consulting, Tax Advice and Services, Financial Planning for Individuals, Retirement Planning

Investment Types

Bonds, Mutual Funds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

Via Phone, Via Email, Video Conference

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an 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

Certifications, Accreditations & Designations

CFP^®, RICP^®, EA

Advisor's Number of Clients

75

Advisor's Number of Planning Clients

75

Fee Structure

Fee Only

Compensation Methods

Hourly

Hourly Rate

$250.00

Additional Details on Charges

As a flat-fee-only financial planning firm, we don't manage assets, we only sell advice on an hourly or project basis. We only have minimum fees for first-time clients. There is no fee minimum for those who have an existing relationship with us.

In addition to the hour service option, we offer two flat-fee project service options geared to soon-to-be retirees priced at $4,000 and $2,000. Please refer to our website, www.marksharpretirement.com, for service details.

Minimum Fee Charged for Hourly Planning Accounts

$1,500

Bachelor of Science - Computer Science/Mathematics

California State University, East Bay
08/27/1983 - 06/18/1987

https://marksharpretirement.com/disclosure

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