# Marc Roland

> Marc Roland is a fee-only financial advisor at Dean Roland Russell Family Wealth Management in San Diego, California, who holds the CFP and PFS credentials. Marc charges a percentage of assets and focuses on estate & legacy planning, family wealth transfer and pension planning.

Page: https://find.wellspent.co/advisors/marc-roland/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Dean Roland Russell Family Wealth Management
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $351.2M across 555 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Estate & legacy planning, Family wealth transfer, Pension planning, Retirement planning
- **Works with:** Ultra high net worth
- **CRD:** 4156680 (https://adviserinfo.sec.gov/individual/summary/4156680)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.drrwealth.com

## Frequently asked questions

### Is Marc Roland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Dean Roland Russell Family Wealth Management 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 charges a percentage of assets.

### Where is Marc Roland based?

Marc Roland is based in San Diego, California.

### What does Marc specialize in?

Marc's specialties include estate & legacy planning, family wealth transfer, pension planning and retirement planning. Marc works with ultra high net worth.

### What credentials does Marc Roland hold?

Marc Roland holds the CFP and PFS credentials.

### Is Marc Roland registered with the SEC?

Yes. Marc Roland is registered as an investment adviser representative in CA (CRD 4156680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Dean Roland Russell Family Wealth Management manage?

Dean Roland Russell Family Wealth Management reports $351.2M across 555 accounts in assets under management.

### How do I contact Marc Roland?

Through Marc's website, www.drrwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4156680): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://drrwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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