Mark Finney is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Marysville, OH, 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 552 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable. Certain fee arrangements may include a bundled fee for financial planning and investment management services.
Fee Estimator
Location
127 W. 5th Street, Marysville, OH, 43040
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. He is also a co-owner of Yellow Finch Financial, LLC, established to facilitate securities, advisory, and insurance business, dedicating minimal time to this.
Employment History
Current Registrations
Kintra Wealth, LLC
Mccarthy & Cox Retirement & Estate Specialists LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
PNC Investments
PNC InvestmentsBroker
Transamerica Capital, INC.Broker
Natcity Investments, INC.Broker
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.