Frederick, Mark D. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly fee is $300.”

Flat or project fee

$750⁠-⁠$15,000

“Flat fees generally range from $750 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Frederick, Mark D.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 7 of the 10 other planners in Roseville that publish an hourly rate charge less.
• Its flat or project fee of $750-$15,000 spans the California median of $5,000. 73% of the 796 other California planners that publish a flat or project fee charge less.
• 6 of the 6 other planners in Roseville that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Frederick, Mark D.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1996 (30 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

138204

Website

markfrederick.net (opens in new tab)

Phone

(916) 781-8722

Other planners in Roseville that publish fees

• Arcpoint Financial AdvisorsRoseville$400/hr, $500⁠-⁠$10,000
• Bulman Wealth GroupRoseville$300
• Hansen & Associates Financial Group Inc.Roseville$250/hr, $750⁠-⁠$10,000
• Olivehurst Advisors LLCRoseville$300/hr
• Process Wealth LLCRoseville$200/hr
• Rowland Financial ServicesRoseville$250/hr

Compare all 16 planners in Roseville