Advisor at Sunlight Peaks Financial Partners, 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
Sunlight Peaks Financial Partners, LLC
Location
Phoenix, AZ
Credentials
ChFC®
Industry experience
4 years
Mark Lewis is a ChFC® with four years of industry experience. He has worked at Sunlight Peaks Financial Partners since 2021 and previously spent two years at Mile Marker Club and 20 years at State Farm Insurance. Sunlight Peaks Financial Partners serves a small, family-oriented client base, primarily accredited or qualified investors with at least $1 million in investable assets. The firm provides investment consulting, private investment sourcing, and financial planning through a non-discretionary, consultative model that emphasizes buy-and-hold strategic asset allocation and documented due diligence for private funds.
Based on Sunlight Peaks Financial Partners, LLC
Based on Sunlight Peaks Financial Partners, LLC
Flat fees range from $25,000 to $50,000 per year, negotiable based on scope and complexity
Minimum fee: Flat fees generally ranging from $25,000 to $50,000 annually, negotiable depending on complexity and scope Fee-only: Flat fee basis for investment recommendations and financial planning services, typically $25,000 to $50,000 annually
Phoenix, AZ
Arizona
Sunlight Peaks Financial Partners
2021 - Present (5 years)
Mile Marker Club
2019 - 2021 (2 years)
State Farm Insurance
1999 - 2019 (20 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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