LPL Financial
43yrs
Top advisor by experience in Novato
11yrs
Mark Patzer
Financial advisor at Compound Planning
Based in Novato, California, Mark Patzer is a fiduciary financial advisor with 11 years of industry experience. Mark joined Compound Planning in 2024, after two years at Composition Wealth and two years at Karp Capital Management. Compound Planning offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 73 advisors with offices in Novato, and one of 64 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
OfficeNovato, CA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$262,119
Advisors at the firm78
States licensed ?2 states
Services through Compound Planning
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowCompound Planning, Inc.Current firm
- Nov 2022 – Oct 2024Composition Wealth, LLCPreviously
- Mar 2021 – Dec 2022Karp Capital Management CorporationPreviously
- May 2019 – Jun 2020Boyd Wealth Management, LLCPreviously
- Nov 2016 – Aug 2018First Allied Advisory Services, Inc.Previously
- Mar 2016 – Oct 2016Independent Financial Group, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Compound Planning at (888) 533-9364 and ask for Mark Patzer. Mark works from the Novato, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Compound Planning reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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