Mark Petrie
Investment adviser representative at Aspiriant, LLC
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$18BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Aspiriant, LLCJan 2016 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Aspiriant, LLC
$18BAssets managed
2,357Clients
73Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2289565
- Firm CRD
- 146720