Mark Sharp Retirement
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Main office
Beaverton OR
Advisors at this office
1
Most active in
Oregon · Texas
Also doing business as
Financial Planning Done Right · Financial Planning Done Right, LLC · Mark Sharp Retirement · Mark Sharp Retirement, LLC · Sharp, Mark D.
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:
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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