Mark E. Reich, Cpa, Cfp

Overview

Mark E. Reich, CPA, CFP operates as a sole proprietorship and is the individual owner of the advisory practice. The firm is organized around accounting and client-facing financial advice; its listed business activities are accountant services alongside financial planning and portfolio management for individuals and small businesses. The entity is classified as "Unclassified" in the snapshot data and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. Fee arrangements include both a percentage-of-assets model and fixed fees, indicating the practice can charge either AUM-based or flat-fee pricing depending on the engagement. The adviser is not flagged as an active ESG investor and is not marked as a newly formed adviser. The SEC registration year is not provided in the available data.

Assets & Accounts

Location & Offices