Mark Sharp Retirement
20yrs
More experience than 61% of advisors nationwide
Mark Sharp Retirement
Location not listed. Legal name: Mark Sharp Retirement, LLC
About the firm
A registered investment advisory firm. It manages about $15 million for roughly 9 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?Hourly fees; Flat or fixed fees
Typical client size ?$1.67 million
Assets under management ?$15 million
Individual clients9
Median years of experience20
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Mark Sharp Retirement
1Advisors
20Median years of experience
1States with offices
–Offices
Also known as
Financial Planning Done Right · Sharp, Mark D. · Mark Sharp Retirement, LLC · Financial Planning Done Right, LLC
About Mark Sharp Retirement
How do I contact Mark Sharp Retirement?
Call the main office at (800) 622-1045. The main office is at , .
How is Mark Sharp Retirement paid?
The firm reports being paid by hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Mark Sharp Retirement offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Mark Sharp Retirement?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.