Mark
Gordon
Wealth Architects, LLC
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About this Advisor
Mark Gordon is a certified financial planner and chartered financial analyst working in Mountain View, California who has 14 years of relevant experience. Gordon is on the advisory team at Wealth Architects, LLC. The advisor has gained experience at Wealth Architects, LLC. Gordon has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in California. Wealth Architects, LLC is a financial advisory company that has its headquarters in Mountain View, CA. It oversees $2 billion in total assets across its 2,517 accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 2,517 client accounts, 79% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules vary depending on which services are provided. However, fee types billed by Wealth Architects, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Architects, LLC Brokerage Details
$1,486,019,111
22
2,517
$590,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Mark Gordon Work History
Mark has been registered as a financial advisor for 14 years.*
Wealth Architects, LLC
Wealth Architects, LLC
Wealth Architects, 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 Gordon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Architects, LLC
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
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.
