Douglas Marcello
Core Wealth Management, Inc. · Jupiter, Florida
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Founders
- Executives
- Mid-life transitions
- Multi-generational families
- Divorced individuals
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 |
| Credentials | CFP |
| Website | core-wm.com |
| Profile |
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Questions about Douglas
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Core Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- Directory listing last checked April 21, 2026.
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