Densel Fleming
Marquise Wealth Management · Charlotte, North Carolina
Densel Fleming is a fee-only financial advisor at Marquise Wealth Management in Charlotte, North Carolina, who holds the CFP credential. Marquise Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Marquise Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $38.9M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5247178 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.marquisewealthmanagement.com |
| Profile |
How Densel's firm compares
- Marquise Wealth Management's average account is about $563,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Densel
Is Densel Fleming a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Densel holds no broker registration, and Marquise Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Densel charge for financial advice?
Densel's firm, Marquise Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Densel Fleming based?
Densel Fleming is based in Charlotte, North Carolina.
What credentials does Densel Fleming hold?
Densel Fleming holds the CFP credential.
Is Densel Fleming registered with the SEC?
Yes. Densel Fleming is registered as an investment adviser representative in NC (CRD 5247178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marquise Wealth Management manage?
Marquise Wealth Management reports $38.9M across 69 accounts in assets under management.
How do I contact Densel Fleming?
Through Densel's website, www.marquisewealthmanagement.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
- 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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