Marco Vidal
Sundial Wealth · Delray Beach, Florida
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
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 | $125.8M across 113 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8155664 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sundialwealth.com |
| Profile |
How Marco's firm compares
- Sundial Wealth's average account is about $1.1 million, from its Form ADV (assets managed divided by 113 accounts).
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Questions about Marco
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.
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
- Sundial 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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