Mark Harris Services fees and pricing
Financial planner in Cameron Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Mark Harris Services charges $125 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125/hr
“Table 1~~Asset Management Fee Table 2~~Hourly Financial Planning Fees Table 1 Asset Management Fee Account Management Fees Market Value of Account Quarterly Fee Annualized Rate Account Value under $1,000,000 0.25% 1.00% Account Value over $1,000,000 0.1875% 0.75% Table 2~~Financial Planning Hourly Fee $125.00 per…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mark Harris Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation is payable at the completion of the initial plan and following each review and update of that plan.”
- “Negotiability of Fees To ensure the equal treatment of all clients, Mark Harris Service’s fees are generally not negotiable, though we reserve the right to negotiate fees.”
- “Billing Process Mark Harris Service bills client accounts for a given quarter on the first business day of that quarter by applying one‐fourth of the applicable annual fee to the closing market value on the just‐concluded quarter’s last trading day.”
How Mark Harris Services’ fees compare
- Its hourly rate of $125 is below the California median of $300. 2% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Cameron Park that publish an hourly rate charge less.
About Mark Harris Services
“Incidental to its primary function as a money manager, Mark Harris Service’s offers clients certain very general guidance commonly considered financial planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2001 (25 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 58
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $27,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117136
- Phone
- (530) 677-2113
Other planners in Cameron Park that publish fees
- Faulkner Financial Planning, LLCCameron Park$250
- Folsom Wealth AdvisorsCameron Park$350/hr, $2,450-$5,250
- MP3 Finance LLCCameron Park$100/hr, $500
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.