Mark Stancato is a CFP-designated registered investment advisor at Vip Wealth Advisors, based in Decatur, GA, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 29 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VIP Wealth Advisors charges a monthly fee for investment management services, starting at $774 for individuals and $857 for couples. For business owners and entrepreneurs, the monthly fee starts at $1,399. These fees are negotiable and paid monthly in advance. If VIP uses an outside manager, their fees are separate. Ongoing financial planning and tax filing are included at no additional cost for investment management clients.
Contact
Mark Stancato
Location
120 W Trinity Pl, Decatur, GA, 30030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is a co-founder of X8 Drums & Percussion, Inc. since 2007, assisting with strategic decisions and managing overseas sourcing relationships, dedicating about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Vip Wealth Advisors
Previous Registrations
Range Advisory, LLC
Brooklyn Fi, LLC
Lwi Financial INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Integrated Planning for Complex WealthAtVIP Wealth Advisors, we help high-income households make informed decisions abouttaxes, equity compensation, and long-term wealth management. If you're juggling multiple income streams, stock options, RSUs, rental properties, or business ownership, you need more than generic advice — you needintegrated, high-stakes financial planning.We’re aboutique, fee-only firmbuilt for tech professionals, founders, and real estate investors who want clarity, strategy, and accountability — not product sales or handoffs.Led by aCFP® and IRS Enrolled Agent with 20+ years of experience, we specialize in navigating the messiness of real life: stock option exercises, phantom income, capital gains timing, multi-state tax planning, AMT traps, Roth conversions, and how to actually use your wealth in a way that aligns with your values.Our approach is modern, virtual, and highly personal.No asset minimums. No templates. Just thoughtful planning and candid conversations designed to move the needle.