David Markle
Markle Wealth Management · Danielsville, Pennsylvania
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.
Request an introduction to David →
Specialties
Facts
| Firm | Markle Wealth Management |
|---|---|
| Based in | Danielsville, Pennsylvania |
| Fee model | Percentage of assets |
| Assets under management | $8.9M across 24 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in PA · CRD 5025134 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.marklewealth.com |
How David's firm compares
- Markle Wealth Management's average account is about $372,000, from its Form ADV (assets managed divided by 24 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Markle Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.