Robert Teague
Markle Financial · Lancaster, Pennsylvania
Robert Teague is a fee-only financial advisor at Markle Financial in Lancaster, Pennsylvania. Robert focuses on tax planning, retirement planning and estate & legacy planning. Markle Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Markle Financial |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $141.2M across 616 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 4114764 |
| Exams passed | Series 63 (2000) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | marklefinancial.com |
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Questions about Robert
Is Robert Teague a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Markle Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Markle Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Teague based?
Robert Teague is based in Lancaster, Pennsylvania.
What does Robert specialize in?
Robert's specialties include tax planning, retirement planning, estate & legacy planning and real estate investors.
Is Robert Teague registered with the SEC?
Yes. Robert Teague is registered as an investment adviser representative in PA and TX (CRD 4114764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Markle Financial manage?
Markle Financial reports $141.2M across 616 accounts in assets under management.
How do I contact Robert Teague?
Through Robert's website, marklefinancial.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
- Markle Financial 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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