Joseph Schwartz
Markle Financial · Fort Collins, Colorado
Joseph Schwartz is a fee-only financial advisor at Markle Financial in Fort Collins, Colorado. Joseph focuses on tax planning, retirement planning and estate & legacy planning. Markle Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Markle Financial |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $141.2M across 616 accounts |
| SEC registration | Investment adviser representative in CO, TX, WY · CRD 7902185 |
| Exams passed | Series 65 (2024) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | marklefinancial.com |
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Questions about Joseph
Is Joseph Schwartz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Markle Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Markle Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Schwartz based?
Joseph Schwartz is based in Fort Collins, Colorado.
What does Joseph specialize in?
Joseph's specialties include tax planning, retirement planning, estate & legacy planning and real estate investors.
Is Joseph Schwartz registered with the SEC?
Yes. Joseph Schwartz is registered as an investment adviser representative in CO, TX and WY (CRD 7902185), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Markle Financial manage?
Markle Financial reports $141.2M across 616 accounts in assets under management.
How do I contact Joseph Schwartz?
Through Joseph's website, marklefinancial.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 Financial 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.
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