Firm
Markle Wealth Management
Danielsville, Pennsylvania
Fee-only
Markle Wealth Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $372,000 (assets it manages divided by its 24 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Danielsville, Pennsylvania |
|---|---|
| Website | marklewealth.com |
| Phone | (610) 837-8675 |
Markle Wealth Management fees
Markle Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $9 million |
| Individual clients | 22 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 170513 |