| Advisor Profile |
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| Name: |
Mark Sinderson, CFP® |
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Disclosure Link:
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| Disclaimer |
| Financial Clarity Partners, LLC (FCP) is a
registered investment adviser offering advisory
services in the States of Georgia, Texas and in
other jurisdictions where exempted.
Registration does not imply a certain level of
skill or training. The presence of this website
on the Internet shall not be directly or
indirectly interpreted as a solicitation of
investment advisory services to persons of
another jurisdiction unless otherwise permitted
by statute. Follow-up or individualized
responses to consumers in a particular state by
FCP in the rendering of personalized investment
advice for compensation shall not be made
without our first complying with jurisdiction
requirements or pursuant an applicable state
exemption.
All written content on this site is for
information purposes only. Opinions expressed
herein are solely those of FCP, unless
otherwise specifically cited. Material
presented is believed to be from reliable
sources and no representations are made by our
firm as to another parties informational
accuracy or completeness. All information or
ideas provided should be discussed in detail
with an advisor, accountant or legal counsel
prior to implementation.
For additional information, please read our
Full Disclosure Page.
©Financial Clarity Partners 2017. All Rights
Reserved. |
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About Financial Clarity Partners, LLC |
Financial Clarity Partners helps people make the most of their life and their money. We are an
independent financial planning firm that offers affordable financial planning and advice to
anyone who wants to take control of their life and their money, no matter their bank balance.
At Financial Clarity Partners, our focus is on YOU. We here to to work together with you to
create a plan that helps you make the most of your current financial reality, live with
confidence and realize your financial dreams. All clients work directly with Mark Sinderson, a
CFP® practitioner with more than 16 years experience helping people meet their obligations,
achieve their dreams and get more life out of their money.
We know that you are busy and that every dollar matters. Because of that, we are setup to make
financial planning affordable, accessible and understandable. We use technology to streamline the
financial planning process and work together with our clients on a collaborative basis. We are a
fiduciary & ALWAYS act in your best interest. We don?t make money by selling insurance or
investment products, but instead charge an affordable fee for our services. This allows us to
deliver a high level of service to a wide variety of people. |
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General Information |
| Years of Experience in Financial Services: |
17
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| Number of Years with Current Firm: |
2
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Long Term Care, Life, Health, Annuity, Accident, Does not offer commission products
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$0
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Frequently Asked Questions |
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How many clients do you currently manage? |
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We are a fee-only firm that charges an affordable fee for our financial planning services. Depending on your needs, the fee is paid either on a one time or ongoing basis. In addition, for those clients that would like us to manage their investment accounts, we charge a very competitive fee based on the value of the account. |
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Why should I choose you as my financial advisor? |
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I earned the CFP® designation in 2006. In order to obtain the distinguished CFP® mark and become a CERTIFIED FINANCIAL PLANNER" professional, an applicant must:
-Hold a bachelor's degree from an accredited college or university
-Complete a CFP® Board-registered education program
-Pass the 10-hour CFP® certification exam
-Have at least three years of qualifying full-time work experience in
financial planning
-Pass a professional fitness standards and background check
Once appointed, a CFP® professional must meet continuing education requirements every other year in order to maintain the certification. |
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