Mark Sanaiha, CFP®, CWS®
Founder & Wealth Advisor
It started during the Great Financial Crisis, watching my parents navigate one of the hardest periods of their lives. They were small business owners in construction and real estate - hardworking people who thought they had the right help in place. When I started asking questions about their finances, I found out their advisor had been charging them 2% a year to hold a target date fund and hadn’t called them in nearly two years.
That moment stayed with me. It took years, but I eventually built the firm I wished they’d had access to. One where clients actually hear from their advisor, know exactly what they’re paying, and have a plan built around their life, not a template.
This firm has been a long time coming.
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I’ve spent 10 years in financial services, with 8 of those as a dedicated advisor. I had the unique opportunity while studying at Northern Arizona University, where I was one of a select group of students flown to Omaha to meet Warren Buffett. That afternoon with "The Oracle" left a permanent mark on my approach to disciplined, value-driven investing.
My career has been defined by building and managing at scale, but always with a focus on people. Before spinning off in 2021, my partner and I built a practice to over $1 billion in assets. Following that, I rebuilt a practice to serve 145 families & businesses with approximately $475 million in AUM. Today, I am "starting over" by choice. I launched “Mac Cap” to strip away the distractions of large-scale corporate firms and return to what matters: proactive, deeply personal guidance for a select group of families.
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I believe that financial wellness is the heartbeat of overall wellbeing. My goal is to help my clients achieve true empowerment through education, attentive listening, and thoughtful guidance.
I am a Certified Financial Planner® professional and Certified Wealth Strategist®. Every piece of advice I give is backed by rigorous professional standards.
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I live in Phoenix with my supportive wife, Samantha, and our precious dog—the firm's namesake—Macallen or “Mac”. When I’m not in the office, you’ll find me on the golf course, camping up north, traveling with family, or exploring the local food scene.
Transparent Pricing
One-Time Plan
$3,000*
✓ Full Financial Snapshot: See exactly where you stand.
✓ Custom Roadmap: A clear step-by-step path to your goals.
✓ No Ongoing Fees: Advice without the investment management cost.
✓ Clarity & Confidence: Professional guidance for your peace of mind.
* Pricing may be adjusted based on complexity & scope of the plan, which we will always discuss upfront. Max fee is $6,000.
Ongoing Planning
$4,500 - $9,000 Annually*
✓ Proactive Partnership: A dedicated advisor in your corner as your life and the markets evolve.
✓ Implementation Support: We don’t just give advice; we help you actually execute the recommendations.
✓ Holistic Financial Advice: Expert guidance on everything from business ownership to retirement.
✓ Regular Check-ins: Consistent accountability to ensure you stay on track toward your goals.
* Pricing may be adjusted based on complexity & scope of the plan, which we will always discuss upfront. Max annual fee is $25,000.
Wealth Management
Fee Schedule
Up to $2 Million
$2M to $5M
$5M to $10M
$10M to $25M
Above $25M
1.00%
0.75%
0.55%
0.35%
0.25%
✓ Personalized Portfolio Design
✓ Tax Optimization
✓ Comprehensive Wealth Strategy
✓ Dedicated 1-on-1 Advisory
We charge a fee based on assets under management. Wealth Management clients receive Comprehensive Financial Planning at no additional cost.
Common Questions
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Yes. As a CFP® professional, I am legally and ethically obligated to act in your best interest at all times. That means I prioritize your goals over any product or incentive that could benefit me or the firm.
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We typically follow a seasonal calendar to ensure your financial plan remains proactive rather than reactive. This structure allows us to focus on specific themes during key times of the year. While this is our recommended rhythm, this structure is entirely up to you.
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While we don’t have a minimum, our typical client relationships for our Wealth Management offer begin at $500,000. If you are unsure whether your situation qualifies, we are happy to have a conversation.
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All client assets are held at Altruist, a leading institutional custodian. For compliance and security reasons, we never hold or custody client funds directly - this ensures your money is safe and separate from our firm.
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Macallen Capital is a fully virtual practice allowing us to meet anywhere in the U.S. at a time that works for you. If you’re local to Phoenix, I’d love to grab lunch, coffee or meet at our coworking space!
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Never. Macallen Capital is a fee-only firm. We do not sell annuities, life insurance, front-loaded mutual funds, or other commission-based products. We view these as a conflict of interest.
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We have experience serving a diverse range of clients with complex financial needs, including:
Pre-retirees and retirees
Small business owners
Recipients of a Windfall or inheritance
Medical professionals
Women navigating life transitions (specifically widows and those managing a divorce)
Professional athletes
See How We Can Help
This isn’t just a business—it’s a reflection of what we believe in. We’re here to create work that matters, led by a shared commitment to quality and care.