Marks Group Wealth Management

Marks Group Wealth Management at a glance

• One of 180 fee-only firms based in Minnesota in the Wellspent graph.
• 9 advisors are listed here; 4 of 9 hold the CFP.
• Its Form ADV reports 14 employees and 782 individual clients, 408 of them high net worth.
• Its average account is about $468,000 (assets it manages divided by its 4,310 accounts).

Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota

Facts

Marks Group Wealth Management fees

Marks Group Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (9)

• Bennett Marks

• Brett Angel

• Jeremy Netka

• John Feste

• John Hanten

  CFP

• Matthew Arnold

  CFP

• Patrick Deeg

  CFP

• Samantha Thorn

  CFP

• Turner Storm

  CFA

Other fee-only firms in Minnetonka

• Marquette Wealth Management
• Money Matters, Inc.
• Navista Wealth Management
• Twele Capital Management
• UAK Diversified Wealth Advisors
• Wealth Planning Group
• Kingdom Legacy Advisors
• Layline Asset Management

Fee-only advisors in Minnesota