ROSEMARK ADVISORS, INC.

Overview

Rosemark Advisors, Inc. is a corporation that provides financial planning services and operates an insurance brokerage. The firm is SEC-registered (since 2015) and is owned by an individual. Its stated fee arrangements include fixed fees and other fee types rather than a traditional assets-under-management fee model. The firm does not identify itself as an active ESG investor and is not registered as a multi-state adviser. Filings list industry affiliations that include insurance company activity and a pension-consulting designation in the affiliation fields, while other filing elements do not record pension consultant activity.

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Location & Offices