Marc Decuffa
Proxy Wealth · Chappaqua, New York
Marc Decuffa is a fee-only financial advisor at Proxy Wealth in Chappaqua, New York. Marc focuses on tax planning and small business owners. Proxy Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Proxy Wealth |
|---|---|
| Based in | Chappaqua, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.3M across 614 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5523177 |
| Exams passed | Series 66 (2023) |
| Firm size | 25 employees |
| Disclosures | None reported |
| Website | www.proxywealth.com |
How Marc's firm compares
- Proxy Wealth's average account is about $136,000, from its Form ADV (assets managed divided by 614 accounts).
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Questions about Marc
Is Marc Decuffa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Proxy Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Proxy Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Decuffa based?
Marc Decuffa is based in Chappaqua, New York.
What does Marc specialize in?
Marc's specialties include tax planning and small business owners. Marc works with founders.
Is Marc Decuffa registered with the SEC?
Yes. Marc Decuffa is registered as an investment adviser representative in NY (CRD 5523177), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proxy Wealth manage?
Proxy Wealth reports $83.3M across 614 accounts in assets under management.
How do I contact Marc Decuffa?
Through Marc's website, www.proxywealth.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
- Proxy Wealth 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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