Mark Sumsion
Advisor at Blue Barn Wealth
Updated today
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
Blue Barn Wealth
Location
Orem, UT 84057
Credentials
Series 63, Series 65
Industry experience
37 years
About
Mark Sumsion is a financial advisor at Blue Barn Wealth with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Western Advisors and Strategis Financial Group. Outside of advising, he is the owner and manager of Jigzy Enterprises, LLC, a business involved in apartment management. Blue Barn Wealth serves individual and high-net-worth households with comprehensive wealth management, offering tiered service levels that combine financial planning, portfolio management, retirement plan consulting, and business advisory services. The firm employs a long-term, buy-and-hold investment approach focused on diversification, tax efficiency, and periodic rebalancing, often utilizing third-party sub-advisors and discretionary management.
Client services
Based on Blue Barn Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Blue Barn Wealth
Retirement income strategy
Social Security optimization
Medicare planning
Charitable giving & philanthropy
Debt management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $4,000,000: 0.75% annually $4,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.25% annually
Up to $300 per hour for financial planning services
Ongoing financial planning engagement initial fee $100-$2,000 plus annual fee $1,800-$24,000 billed monthly
Account minimum: $5,000 Minimum fee: Minimum fee may apply and be paid monthly instead of quarterly; specific amounts depend on client engagement agreement
Location
370 West Center Street
Orem, UT 84057
Most active in
Mark S has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Blue Barn Wealth, LLC
2024 - Present (2 years)
Mark Sumsion, Sole Proprietor
2024 - Present (2 years)
First Western Advisors
2012 - 2017 (5 years)
Motopro Auto Brokers, CLC
2011 - 2017 (6 years)
Strategis Financial Group, Inc. dba Strategis Insurance Group
2008 - 2024 (16 years)
Jigzy Enterprise, LLC
2004 - Present (22 years)
Strategis Financial Group, Inc.
1989 - 2024 (35 years)
Strategis Financial Group, Inc.
1989 - 2024 (35 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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