# Richard Wells

> Richard Wells is a fee-only financial advisor at Marco Investment Management in Atlanta, Georgia. Marco Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-wells/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Marco Investment Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.77B across 694 accounts
- **CRD:** 1836788 (https://adviserinfo.sec.gov/individual/summary/1836788)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 63 (1988), Series 65 (2014)
- **Firm size:** 10 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.marcoinv.com

## Frequently asked questions

### Is Richard Wells a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Marco Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Marco Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Richard Wells based?

Richard Wells is based in Atlanta, Georgia.

### Is Richard Wells registered with the SEC?

Yes. Richard Wells is registered as an investment adviser representative in GA (CRD 1836788), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Marco Investment Management manage?

Marco Investment Management reports $1.77B across 694 accounts in assets under management.

### How do I contact Richard Wells?

Through Richard's website, www.marcoinv.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1836788): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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