Estatemark Financial, Inc.

Estatemark Financial, Inc. (CRD# 140364) is a financial advisory firm headquartered in Colleyville, TX. They manage $25,500,000 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $124,390
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Estatemark Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Mark E. Fields
CRD#: 2113450
4603 Colleyville Blvd., Ste. 100, Colleyville, TX 76034
96
Wealthminder
score

Mark Fields (CRD# 2113450) is an Investment Advisor Representative working at Estatemark Financial, Inc. in Colleyville, TX and has over 25 years of experience in the finance industry. Mark Fields 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.

2
Elena S. Romero
CRD#: 5426475
4603 Colleyville Blvd., Ste. 100, Colleyville, TX 76034
93
Wealthminder
score

Elena Romero (CRD# 5426475) is an Investment Advisor Representative working at Estatemark Financial, Inc. in Colleyville, TX and has over 8 years of experience in the finance industry.

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