# Marco Vidal

> Marco Vidal is a fee-only financial advisor at Sundial Wealth in Delray Beach, Florida. Marco focuses on estate & legacy planning, tax planning and family wealth transfer. Sundial Wealth reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Sundial Wealth
- **Based in:** Delray Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $125.8M across 113 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 8155664 (https://adviserinfo.sec.gov/individual/summary/8155664)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.sundialwealth.com/

## Frequently asked questions

### Is Marco Vidal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marco holds no broker registration, and Sundial Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marco charge for financial advice?

Marco's firm, Sundial Wealth, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Marco Vidal based?

Marco Vidal is based in Delray Beach, Florida.

### What does Marco specialize in?

Marco's specialties include estate & legacy planning, tax planning and family wealth transfer. Marco works with founders and multi-generational families.

### Is Marco Vidal registered with the SEC?

Yes. Marco Vidal is registered as an investment adviser representative in FL (CRD 8155664), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sundial Wealth manage?

Sundial Wealth reports $125.8M across 113 accounts in assets under management.

### How do I contact Marco Vidal?

Through Marco's website, www.sundialwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8155664): 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://www.sundialwealth.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.