Outpost Advisors, LLC logo

Outpost Advisors, LLC

Updated today

Total assets under management

$70,500,819

Total clients

111

0% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

56

Average account size

$635,143

About

Outpost Advisors provides discretionary investment management and a range of financial planning services for individual clients, and also advises employer plan sponsors. The firm offers packaged planning options (Quick-Start, Standard, Stand-Alone) as well as ongoing comprehensive planning and project-based hourly planning.

Its investment approach emphasizes passive, asset‑class weighted portfolios implemented with low‑cost index funds and ETFs alongside fundamental analysis and the selective use of third‑party managers and model portfolios. Client relationships are guided by written investment policy statements and ongoing review, and planning services explicitly include non‑investment support such as career development and job‑interview coaching as well as tax and estate guidance.

Notable features compared with many peers include a formal program of educational seminars and speaking engagements (including pro‑bono options) and a structured planning workflow built around the firm’s Outpost Purpose Process. The firm also offers professional coordination services that can integrate and bill outside specialists on behalf of clients, and operates at a boutique scale—managing roughly $70.5 million for about 111 clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General estate planning guidance Tax strategies for small businesses Debt management Cash flow / budgeting Retirement income strategy

Fee options

Fixed

Financial planning packages: Quick-Start Package $1,999; Standard Package $2,999; Stand-Alone Financial Plan $4,799; Educational seminar fees range from free to $3,500 per seminar or up to $450 per participant; Speaking engagement fees range from free to $150 per hour plus travel expenses

Percentage

$60,000 - $500,000: 1.00% $500,001 - $1,500,000: 0.80% $1,500,001+: 0.60%

Project-based

Hourly financial planning fee of $150 per hour; professional coordination services up to $150 per hour

Other

Account minimum: $60,000 for stand-alone investment management services; no minimum for Comprehensive Financial Planning and Investment Management Minimum fee: Minimum fee of $169 per month for Ongoing Comprehensive Financial Planning and Investment Management Fee-only: Financial Planning hourly fee at $150 per hour; financial planning package fees: Quick-Start $1,999, Standard $2,999, Stand-Alone Plan $4,799; Professional Coordination services negotiated up to $150/hour

Main office location

Outpost Advisors, LLC

Holladay UT, United States

Number of offices

2

Most active in

California · Colorado · Kentucky · Ohio · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Steven M

Series 65

Cincinnati, OH

Outpost Advisors, LLC

General estate planning guidance Tax strategies for small businesses Debt management Cash flow / budgeting Retirement income strategy

Mark P

CFP®

Holladay, UT

Outpost Advisors, LLC

As a Principal and Financial Planner at Outpost Advisors, Mark spends his time creating unique financial plans that power our clients’ family visions and dreams for life. Mark is raising three girls in Salt Lake City, Utah with his wife Amelia, who practices medicine as an Obstetrician and Gynecologist. After graduating from Princeton University, Mark began his career at the International Monetary Fund teaching central bankers how to budget (whilst managing interest rates, monetary policy and political instability). In his free time he taught classes in financial literacy to DC-area families dealing with poverty. From there, he moved on to mortgage finance giant Freddie Mac, where he helped to execute the largest preferred equity capital raise in US history. Next, he spent a year at Jones Lang Lasalle managing a $750M asset portfolio for the Army, before relocating to Utah where he helped to build the outdoor retailer Backcountry.  Before leaving to found Outpost Advisors Mark spent 5 years as a leader at ExpertVoice, a technology startup funded by Bain Capital and Sorenson Capital. Mark has had the great joy of leading individuals and families in budgeting, family visioneering and financial stewardship for several years – both at work and through volunteer roles at church. Mark can also often be found blogging about all of these at the website Abraham’s Wallet. Mark holds an MBA from The George Washington University with a focus on finance. When he’s not playing with spreadsheets, Mark enjoys everything on offer in the mountains of Utah, whether it’s skiing, trail running, hunting, climbing or riding bikes with his family.

Business ownership considerations Business succession planning Family Business Doctor or Medical Professional Intergenerational Families
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")