Mark Pingree


Fog City Advisors, LLC

Fee-Only Financial Planner & Partner

Mark Pingree


Fog City Advisors, LLC

Fee-Only Financial Planner & Partner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Mark Pingree, CPA, CFP®, MBA

Fee-Only financial planner located in Albany, CA serving clients locally and across the country

Mark Pingree is an Albany, CA fee-only financial planner. Fog City Advisors, LLC provides comprehensive and objective financial planning and tax planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Mark Pingree is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Mark Pingree is a Certified Public Accountant and fee-only Certified Financial Planner®. He finds great satisfaction in helping clients create a financial plan that supports their unique goals and hopes for the future. His tax knowledge provides an informed, tax-focused approach to financial planning.

Mark is a partner at Fog City Advisors, LLC, which provides all-inclusive financial planning services. Our services are tax-focused, have no product sales, provide value for your money, and always include an open-door policy. 

Fog City Advisors, LLC, provides a holistic financial planning process that includes the following components:

--Financial Review: Focuses on your immediate financial planning needs.

--Flat-Fee Financial Planning Services: Provides ongoing financial planning services in the following areas:
(1) Goal Setting
(2) Skillful Tax Planning
(3) Risk Management--Insurance Planning
(4) Proactive Estate Planning
(5) Coordinated Investment Advice
(6) Worry-Free Retirement Planning

Financial planning is a process, not a one-time event, and Fog City Advisors, LLC helps clients successfully navigate their financial lives, and reach their long-term goals.

Mark Pingree is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Our Holistic Process


We begin our engagement with an analysis of your immediate financial concerns, and we provide recommendations to address those specific issues. 


If you require ongoing financial planning services, we continue our engagement by learning more about you. We work with you to ensure that your financial life is meeting your needs, is supporting your goals, and is aligned with your values. We focus our first year of work addressing the core areas of your financial life: goal setting, coordinated investment advice, skillful tax planning, worry-free retirement planning, insurance analysis, lifestyle spending review, and proactive estate planning. In subsequent years – as your financial needs, goals, and values change – we continue our work together by providing ongoing monitoring, support, and maintenance of your financial plan to ensure that it remains current, and relevant. 


Understanding what is important to you is essential when structuring your finances. We work through exercises with you to identify and create plans to achieve your goals.


We will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions.


Taxes are at the core of financial planning. We review all potential tax consequences that can impact your financial security throughout the year.


Retirement is about money; but it’s more about personal fulfillment and enjoyment. We will help you create a plan to make the most of your retirement years.


Insurance. There are multiple options for any type of situation and the task of deciding what to choose can be daunting. We will discuss these issues in detail and help you spend your insurance dollars wisely.


We’ll help you understand the difference between good and bad debt, make sure you have enough set aside for emergencies and special opportunities, and, if needed, help you gain control over your spending.


Estate planning goes well beyond making a will. We will evaluate with you the pertinent estate issues that impact your life and consider choices that you can then implement with your attorney.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.


  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • Certified Financial Planner (CFP)
    Mark Pingree is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Mark Pingree is a Certified Public Accountant (Learn More)

    A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.

  • National Association of Personal Financial Advisors (NAPFA)
    Mark Pingree is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Alliance of Comprehensive Planners
    Mark Pingree is a Member of the Alliance of Comprehensive Planners (ACP)

    Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.

Contact Mark Pingree

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Office Locations:

  • 622 Talbot Ave
    Albany, CA 94706

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