Margo Park Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$33,325,163
Total clients
61
15% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
20
Average account size
$546,314
About
Margo Park Financial provides investment advisory and comprehensive financial planning primarily to individual clients, including high‑net‑worth individuals, as well as trusts and businesses. As of June 15, 2025, the firm reported approximately $28.4 million in assets under management across roughly 64 clients, and offers portfolio management, financial planning, and access to mutual funds, equities, fixed income, ETFs, real estate funds and insurance products including annuities.
The firm applies modern portfolio theory and quantitative analysis to develop individualized Investment Policy Statements and may implement both long‑term and short‑term trading strategies, using model portfolios and tailored recommendations such as systematic Roth conversions. Accounts are managed on both discretionary and non‑discretionary bases, with documented risk tolerances and at least monthly portfolio reviews.
A firm representative is a licensed insurance agent and MPF may offer commissionable insurance products as part of its holistic planning process; the brochure discloses this potential conflict and states clients are not required to use those services. The firm also uses the Betterment Advisor Solutions platform for custody and trade execution and receives ancillary support services from Betterment, a relationship the brochure identifies as a possible influence on custodian selection.
Client services
Expertise
Fee options
Financial planning fees capped at $600 per plan, negotiable
$0 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.40% $2,000,001 - $2,500,000: 1.30% $2,500,001 - $3,000,000: 1.20% $3,000,001 - $3,500,000: 1.10% $3,500,001 - $4,000,000: 1.00% $4,000,001 - $4,500,000: 0.90% $4,500,001 - $5,000,000: 0.80% $5,000,001 - $5,500,000: 0.70% $5,500,001 - $6,000,000: 0.60% $6,000,001 - $6,500,000: 0.50% $6,500,001+: 0.40%
Account minimum: $250,000 Minimum fee: $250 per month minimum fee Fee-only: Financial planning fees capped at $600 per plan, negotiable
Main office location
Margo Park Financial
501 W Broadway, Suite 800
San Diego CA 92101, United States
Number of offices
1
Most active in
California · Oklahoma
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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