Wilson, Mark Henry
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning and related services to individual clients, including cash‑flow and budget development, retirement and education planning, tax preparation, insurance and estate-document review. In addition to advisory work, the firm operates a full‑time accounting practice and offers real estate brokerage services on a part‑time basis, while not managing client investment assets or participating in wrap programs.
Plans are tailored to each client’s circumstances and the firm uses fundamental analysis when offering investment advice, with annual reviews of financial plans. Compensation is billed on an hourly or fixed‑fee basis rather than as a percentage of assets, and the firm does not accept custody of client funds, discretionary trading authority, or recommend particular securities for client accounts.
What is distinctive relative to peers is the combination of an active CPA/accounting practice and an affiliated real estate brokerage alongside financial planning — a set of affiliations that is uncommon for firms in this category. The firm also emphasizes avoiding transaction‑based conflicts (no product sales or commission compensation), maintains a written Code of Ethics and a business continuity plan, and documents any material conflicts in writing for clients.
Client services
Expertise
Fee options
Fixed fees ranging from $500 to $5,000
$250 per hour
Fee-only: $250 per hour or fixed fees ranging from $500 to $5,000
Main office
Pebble Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Mark Henry Wilson, Cpa · Wilson, Mark Henry
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Lawyer
They provide legal services, typically billed separately.
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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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