Mark Seiler
Advisor at Seiler & Associates, 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.
Advisor at Seiler & Associates, 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.
Location
Pasadena, CA 91107
Credentials
PFS™, Series 66
Industry experience
25 years
Mark Seiler is a financial advisor with Seiler & Associates, LLC in Pasadena, CA, holding the PFS™ and Series 66 designations and bringing 25 years of industry experience. He has been with Seiler & Associates since 1998 and also serves as a Principal at Seiler & Associates Certified Public Accountants, a CPA firm providing accounting, estate planning, and tax preparation services to individuals, trusts, and businesses. Seiler & Associates is an independent registered investment adviser offering discretionary portfolio management and financial planning to individuals, families, small businesses, and select institutional clients. The firm employs an asset-class oriented investment approach based on Modern Portfolio Theory, utilizing broad global diversification, low-cost mutual funds and ETFs, periodic rebalancing, and tax-minimization strategies.
Based on Seiler & Associates, LLC
Flat fees generally range from $3,000 to $10,000 for financial planning services, negotiable
$0 - $350,000: 1.60% $350,001 - $500,000: 1.25% $500,001 - $650,000: 1.00% $650,001 - $1,000,000: 0.80% $1,000,001 - $3,000,000: 0.66% $3,000,001+: 0.50%
$175 to $350 per hour for financial planning services
Fee-only: Hourly charges from $175 to $350 per hour; flat fees for financial planning generally range from $3,000 to $10,000, negotiable based on complexity
3452 E. Foothill Blvd., Suite 400
Pasadena, CA 91107
California
Seiler & Associates, LLC
2000 - Present (26 years)
Seiler & Associates
1998 - Present (28 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:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
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.
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")