Mark Atherton
Apella Wealth · Berwyn, Pennsylvania
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).
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Who they serve
- Early-career professionals
- Retirees
- Divorced individuals
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 |
| Assets under management | $11.07B across 24,058 accounts |
| Credentials | CFP · JD · MBA · EA · AIF · CASL · CFA · ChFC · ADPA · CRPC |
| Firm size | 179 employees |
| Website | apellawealth.com |
| Profile |
How Mark's firm compares
- A one-time plan starts at $1,695, in line with the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- Apella Wealth's average account is about $460,000, from its Form ADV (assets managed divided by 24,058 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Apella Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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