Mark Sharp Retirement
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000,000
Clients
9
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$1,666,667
About
The firm provides financial planning and investment advisory services to individual clients, primarily offering discretionary portfolio management, ongoing retirement planning, and project-based financial planning. It manages about $15 million on behalf of a very small client base and serves both advisory clients and those who engage only on a planning or project basis.
The firm’s investment approach emphasizes portfolio construction using Modern Portfolio Theory and largely passive vehicles, typically index mutual funds and ETFs, with allocations set to align a client’s goals and risk tolerance. It manages accounts on a discretionary basis when authorized, and uses a digital custodial and model marketplace platform to implement model portfolios and trading.
Noteworthy features include a mix of fee arrangements beyond a single asset-based fee—separate flat retainers for ongoing retirement planning and fixed fees for project work—and a stated $500,000 minimum for investment management clients while still offering planning services to others. The principal also maintains an independent tax consulting activity and a small rental business (each disclosed as limited other business activities), and the firm receives soft-dollar benefits through its chosen custodial platform.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Project Based Financial Planning Fixed Fee ranges from $2,500 to $9,500
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.65%
Hourly charges are reported in SEC Form ADV Part 1, but no specific hourly rates are disclosed in the brochure
Account minimum: $500,000 Minimum fee: Ongoing Retirement Planning: $7,500 annually for $0 - $2,000,000; $10,000+ annually for $2,000,000 and above, increasing approximately $2,500 for each additional $2 million Fee-only: Project Based Financial Planning Fixed Fee ranges from $2,500 to $9,500, with half payable in advance and the remainder upon completion
Most active in
Mark Sharp Retirement has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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:
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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.
Forms ADV
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