M
Mark Harris Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,600,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
58
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
58
Very HighAverage account size
$458,621
About
The firm provides continuous investment supervisory services and offers incidental financial planning to individuals, high net worth clients, and a range of institutional clients, explicitly including charitable institutions, foundations, endowments, and municipalities. It structures investment programs around each client’s objectives, needs, restrictions, and existing holdings and delivers ongoing advice tied to those circumstances.
Its investment process combines fundamental and technical analysis and targets a 12- to 18-month time horizon to manage tax treatment of gains and trading costs. The firm may use short sales, margin transactions, covered option writing, or option purchases where suitable, and generally operates on a non‑discretionary basis—seeking client approval for investment decisions while retaining discretion over timing and funds invested.
What is distinctive is the explicit inclusion of charitable and other institutional clients in the firm’s stated client types, a category relatively uncommon among peers of similar scope. Operationally, the firm relies on a third‑party custodian that provides research access while leaving custody and trade execution to the broker, and it does not vote proxies on clients’ behalf, leaving voting responsibility to clients.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000+: 0.75% annually
$125.00 per hour billed quarterly
Minimum fee: $250 minimum fee for written financial plan
Main office location
Mark Harris Services
Cameron Park CA, United States
Number of offices
1
Most active in
Mark Harris Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")