MH
CFP
MH
CFP

Mark Hill

20 Years of Experience
Napa, CA

Mark Hill is a CFP-designated registered investment advisor at Dedora Capital, INC., based in Napa, CA, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 462 clients with $490M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
462 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$487.1M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.20%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.70%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1600 Main Street, Napa, CA, 94559

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History

Regulatory 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.

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Other Business Activities

Mark is the president and sole proprietor of Fire Penguin Publishing, a small music publishing company established in 2016. He spends a few hours per week working with distributors, writing songs, recording, and posting on social media.

Employment History
Current Registrations
Dedora Capital, INC.
August 2015 - Present · 10 yrs 8 mos
Previous Registrations
Harrington Investments, INC.
August 2007 - August 2015 · 8 yrs
Financial West Group
March 2005 - June 2007 · 2 yrs 3 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Mark Hill - Financial Advisor | TrueAdvisor