Mark Fonville
Covenant Wealth Advisors · Richmond, Virginia
Mark Fonville is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia, who holds the CFP credential. Mark charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, VA · CRD 4475793 |
| Exams passed | Series 66 (2001) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
| Profile |
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Questions about Mark
Is Mark Fonville a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Covenant Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark charges a percentage of assets.
How much does Mark charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Mark work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Mark Fonville based?
Mark Fonville is based in Richmond, Virginia.
What does Mark specialize in?
Mark's specialties include retirement planning, tax planning and estate & legacy planning. Mark works with retirees and pre-retirees.
What credentials does Mark Fonville hold?
Mark Fonville holds the CFP credential.
Is Mark Fonville registered with the SEC?
Yes. Mark Fonville is registered as an investment adviser representative in TX and VA (CRD 4475793), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Mark Fonville?
Through Mark's website, www.covenantwealthadvisors.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
- Covenant Wealth Advisors 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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