Mark Moretti
MedWealth Advisors · Carnegie, New York
Mark Moretti is a fee-only financial advisor at MedWealth Advisors in Carnegie, New York, who holds the CFP credential.
- $10M
- Firm assets managed
- $106,000
- Firm's average account
- 2011
- First securities exam
How does Mark's firm compare?
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MedWealth Advisors's average account is about $106,000, from its Form ADV (assets managed divided by 93 accounts).
Questions about Mark
Is Mark Moretti a fee-only financial advisor?
Yes. Mark Moretti is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark Moretti charge for financial advice?
Mark's firm, MedWealth Advisors, reports charging fixed fees on its SEC Form ADV.
Where is Mark Moretti based?
Mark Moretti is based in Carnegie, New York.
What credentials does Mark Moretti hold?
Mark Moretti holds the CFP credential.
Is Mark Moretti registered with the SEC?
Yes. Mark Moretti is registered as an investment adviser representative in PA (CRD 5791904), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MedWealth Advisors manage?
MedWealth Advisors reports $9.9M across 93 accounts in assets under management.
How do I contact Mark Moretti?
Contact details aren't on file yet. Search for MedWealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | MedWealth Advisors |
|---|---|
| Based in | Carnegie, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $9.9M across 93 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5791904 |
| Exams passed | Series 66 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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