Charles Marks
Marks Wealth Management · Ellicott City, Maryland
Charles Marks is a fee-only financial advisor at Marks Wealth Management in Ellicott City, Maryland. Marks Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Marks Wealth Management |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $409.2M across 881 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 5784332 |
| Exams passed | Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.marksmw.com |
How Charles's firm compares
- Marks Wealth Management's average account is about $464,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Charles
Is Charles Marks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Marks Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Marks Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Charles Marks based?
Charles Marks is based in Ellicott City, Maryland.
Is Charles Marks registered with the SEC?
Yes. Charles Marks is registered as an investment adviser representative in MD and TX (CRD 5784332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marks Wealth Management manage?
Marks Wealth Management reports $409.2M across 881 accounts in assets under management.
How do I contact Charles Marks?
Through Charles's website, www.marksmw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ellicott City
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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