# David Markle

> David Markle is a fee-only financial advisor at Markle Wealth Management in Danielsville, Pennsylvania, who holds the CFP and PFS credentials. David charges a percentage of assets and focuses on tax planning, estate & legacy planning and retirement planning.

Page: https://find.wellspent.co/advisors/david-markle/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Markle Wealth Management
- **Based in:** Danielsville, Pennsylvania
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $8.9M across 24 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning
- **CRD:** 5025134 (https://adviserinfo.sec.gov/individual/summary/5025134)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.marklewealth.com

## Frequently asked questions

### Is David Markle a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Markle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### Where is David Markle based?

David Markle is based in Danielsville, Pennsylvania.

### What does David specialize in?

David's specialties include tax planning, estate & legacy planning and retirement planning.

### What credentials does David Markle hold?

David Markle holds the CFP and PFS credentials.

### Is David Markle registered with the SEC?

Yes. David Markle is registered as an investment adviser representative in PA (CRD 5025134), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Markle Wealth Management manage?

Markle Wealth Management reports $8.9M across 24 accounts in assets under management.

### How do I contact David Markle?

Through David's website, www.marklewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5025134): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://marklewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.