Mark
Bates
Adero Partners, LLC
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About this Advisor
Mark Bates is a certified financial planner based in Palo Alto, California who has 5 years of relevant experience. Bates is an advisor for Adero Partners, LLC. Throughout their career, they have worked at Vista Wealth Management Group, LLC and Vista Wealth Management, LLC. Bates is registered to operate in California. Adero Partners, LLC is a company based in Palo Alto, CA. It has offices in five locations and a total of 53 advisors. It administers $3 billion in assets under management between its 3,570 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to three charitable organizations. Of its 3,570 accounts, 66% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services are provided. However, fees charged by Adero Partners, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adero Partners, LLC Brokerage Details
$3,376,501,663
53
3,570
$945,799
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Bates Work History
Mark has been registered as a financial advisor for 5 years.*
Vista Wealth Management Group, LLC
Vista Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Bates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Palo Alto, CA
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Portland, OR
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
