Efficient Advisors

Efficient Advisors (CRD# 150144) is a financial advisory firm headquartered in Mason, OH. They manage $1,870,228,388 in 12,950 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,870
    MILLION
  • Total Number of Accounts
    12,950
    ACCOUNTS
  • Average Account Value
    $144,419
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Efficient Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Marc S. Becker
CRD#: 4247479
2741 Campus Walk, Bldg 400, Durham, NC 27705

Marc Becker (CRD# 4247479) is an Investment Advisor Representative working at Wiser Financial Coaching, LLC in Durham, NC and has over 15 years of experience in the finance industry.

2
Timothy A. Chisholm
CRD#: 2871455
16 Campus Blvd, Newtown Square, PA 19073

Timothy Chisholm (CRD# 2871455) is an Investment Advisor Representative working at Efficient Advisors in Newtown Square, PA and has over 25 years of experience in the finance industry.

3
Thomas E. Dundorf
CRD#: 2080469
2518-b Plantation Center Drive, Matthews, NC 28105

Thomas Dundorf (CRD# 2080469) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 33 years of experience in the finance industry. Thomas Dundorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nathan A. Fulks
CRD#: 6338435
2518-b Plantation Center Drive, Matthews, NC 28105

Nathan Fulks (CRD# 6338435) is an Investment Advisor Representative working at Efficient Advisors in Matthews, NC and has over 7 years of experience in the finance industry. Nathan Fulks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John D. Resnick
CRD#: 2564858
Mason, OH

John Resnick (CRD# 2564858) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 28 years of experience in the finance industry.

6
Mark A. Zorko
CRD#: 6146675
Mason, OH

Mark Zorko (CRD# 6146675) is an Investment Advisor Representative working at Efficient Advisors in Mason, OH and has over 12 years of experience in the finance industry.

7
Jhon K. Khan
CRD#: 7615472
Cincinnati, OH

Jhon Khan (CRD# 7615472) is an Investment Advisor Representative working at Efficient Advisors in Cincinnati, OH and has 1 year of experience in the finance industry.

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