# Douglas Marcello

> Douglas Marcello is a fee-only financial advisor at Core Wealth Management, Inc. in Jupiter, Florida, who holds the CFP credential. Douglas charges a flat fee or retainer, hourly fees and a percentage of assets (typically works with clients with $750,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/douglas-marcello/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Core Wealth Management, Inc.
- **Based in:** Jupiter, Florida
- **Fee model:** Flat fee or retainer; Hourly; Percentage of assets
- **Fees (firm's website):** typically works with clients with $750,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees, Founders, Executives, Mid-life transitions, Multi-generational families, Divorced individuals
- **Website:** http://core-wm.com

## Frequently asked questions

### Is Douglas Marcello a fee-only financial advisor?

Yes. Douglas Marcello is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Douglas charge for financial advice?

Douglas charges a flat fee or retainer, hourly fees and a percentage of assets.

### How much does Douglas charge?

According to Core Wealth Management, Inc.'s website, checked October 28, 2026: typically works with clients with $750,000 or more.

### Where is Douglas Marcello based?

Douglas Marcello is based in Jupiter, Florida.

### What does Douglas specialize in?

Douglas's specialties include retirement planning, tax planning and estate & legacy planning. Douglas works with pre-retirees, retirees, founders, executives and mid-life transitions.

### What credentials does Douglas Marcello hold?

Douglas Marcello holds the CFP credential.

### How do I contact Douglas Marcello?

Through Douglas's website, core-wm.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7163): NAPFA admits only fee-only advisors
- The firm's website (https://www.core-wm.com/): specialties, clients served, and fees, checked October 28, 2026

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