# Mark Sharp Retirement

> Mark Sharp Retirement is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 285773
- Filed as: MARK SHARP RETIREMENT
- Legal name: Mark Sharp Retirement, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/285773
- AdvisorCensus page: https://advisorcensus.com/firm/mark-sharp-retirement-285773

## Quick answers

**How is Mark Sharp Retirement compensated?**
On its Form ADV (Item 5.E, October 2026), Mark Sharp Retirement reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Mark Sharp Retirement registered with the SEC or a state?**
Mark Sharp Retirement is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 285773.

**How much does Mark Sharp Retirement manage?**
Mark Sharp Retirement reports $15,000,000 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Mark Sharp Retirement serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Does Mark Sharp Retirement report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/285773

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,000,000
- Discretionary: $15,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $15,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marksharpretirement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mark Sharp Retirement (CRD 285773): Form ADV filing data as of October 2026.