Marc Butler — Fee-only financial advisor

Wellspent Discovery/Advisors/Marc Butler

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About

With a legacy spanning two generations, we are a trusted partner, delivering personalized, fiduciary-driven financial advice tailored to your unique needs. Our vision extends beyond today—we are committed to helping your family build and preserve wealth for the next 100 years. As a fiduciary firm, we always act in your best interest, ensuring a financial strategy designed for lasting success.

Who they serve

High earners
Executives
Founders
Pre-retirees
Retirees
Early-career professionals
Multi-generational families
HENRY (high earner, not rich yet)

Services

401(k) & IRA Management
Asset Allocation
Cash Flow Planning
College/Education Planning
Education Planning
Estate Planning
Financial Planning
Insurance Planning
Investment Management
Retirement Planning
Portfolio Rebalancing
Social Security Planning
Tax Strategy
Wealth Management
Alternative Investments
Charitable Giving
Debt Management
Executive Compensation
Family Office Services
Financial Advice & Coaching
Insurance/Risk Management
Risk Management

Structured record

Name	Marc Butler
Firm	Marc Butler
Location	Newtown, Pennsylvania
Fee model	Percentage of Assets (AUM) · Subscription
AUM	$500M - $1B
Founded	1983
Firm size	6 - 20 employees
Affiliation	Hybrid RIA/Broker-Dealer
Designations	Series 66 · Series 7
Investment approach	Blend of both
Website	www.apetsis.com

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Specialties

Small business owners
Retirement planning
Family wealth transfer
Equity compensation