# Mark Atherton

> Mark Atherton is a fee-only financial advisor at Apella Wealth in Berwyn, Pennsylvania, who holds the CFP, JD and MBA credentials. Mark charges a one-time planning fee (one-time plans from $1,695).

Page: https://find.wellspent.co/advisors/mark-atherton/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Apella Wealth
- **Based in:** Berwyn, Pennsylvania
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $1,695
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.07B across 24,058 accounts
- **Credentials:** CFP, JD, MBA, EA, AIF, CASL, CFA, ChFC, ADPA, CRPC
- **Works with:** Early-career professionals, Retirees, Divorced individuals
- **Firm size:** 179 employees
- **Website:** https://apellawealth.com

## Frequently asked questions

### Is Mark Atherton a fee-only financial advisor?

Yes. Mark Atherton is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Mark charge for financial advice?

Mark charges a one-time planning fee.

### How much does Mark charge?

According to Apella Wealth's website, checked October 28, 2026: one-time plans from $1,695.

### Where is Mark Atherton based?

Mark Atherton is based in Berwyn, Pennsylvania.

### What credentials does Mark Atherton hold?

Mark Atherton holds the CFP, JD, MBA, EA, AIF, CASL, CFA, ChFC, ADPA and CRPC credentials.

### How much does Apella Wealth manage?

Apella Wealth reports $11.07B across 24,058 accounts in assets under management.

### How do I contact Mark Atherton?

Through Mark's website, apellawealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39782): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://apellawealth.com/): specialties, clients served, and fees, checked October 28, 2026

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