Advisor at Wealthharbor Capital Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealthharbor Capital Group, LLC
Location
Ocean Springs, MS 39564
Credentials
Series 63, Series 65
Industry experience
17 years
Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.
Based on Wealthharbor Capital Group, LLC
Based on Wealthharbor Capital Group, LLC
Negotiated flat dollar fee per quarter
1.5% per annum charged quarterly
Account minimum: $100,000
22 Doctor's Drive, Suite C
Ocean Springs, MS 39564
Florida · Louisiana · Mississippi
WealthHarbor Capital Group, LLC
2017 - Present (9 years)
Financial Management Solutions, Llc
2004 - 2017 (13 years)
Management Resource Group LLC
1998 - Present (28 years)
Hooker, Walsh & Associates, Pllc
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
Series 63, Series 65
Diberville, MS
Voyage Wealth Management, LLC
Series 66
Ocean Springs, MS
AAIM Financial
Series 66
Ocean Springs, MS
Wealthharbor Capital Group, LLC
Series 65
Biloxi, MS
Smith Shellnut Wilson
Series 63, Series 65
Ocean Springs, MS
Verus Capital Partners, LLC
Series 65
Gulfport, MS
AE Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")