About Marion Wealth Management
Marion Wealth Management is an independent, fiduciary financial planning and wealth management
firm located on the Eastern edge of Monroeville, near the intersections of 376 East, the PA
Turnpike, Business Rout 22 and Route 48.
Our focus is on developing highly effective financial strategies for retirees, affluent families
and business owners. Our Wealth management services include: retirement and income management,
portfolio analysis and optimization, asset protection strategies, wealth and estate transfer
planning, executive financial services and business retirement services including pension and
401(k) plan management.
Our firms's goal is to allow clients to enjoy the personalized service and attention offered by a
private wealth management firm, while at the same time enjoying the value of independent advice
that puts you first. We believe what sets us apart is our focus on you. Our private wealth and
investment services offer you fee based, advice driven investment solutions customized to fit
your needs by utilizing the very best tools, technology and research.
See Disclosures
General Information
Firm Start Year
1998
No. of Employees
5-9
CRD#
2076025
Firm CRD#
315730
Name of Custodial Firm
TD Ameritrade Institutional, Charles Schwab
States Licensed in
PA
Years of Experience in Financial Services
33
Number of Years with Current Firm
1
Work with the following types of clients
Businesses, Individual Investors
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65, Series 63
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life
Firm Information
Firm's Number of Clients
525
Firm's Number of Planning Clients
500
Firm's Number of Managed Clients
500
Assets Managed by Firm
$175,000,000
Advisor's Number of Clients
315
Advisor's Number of Planning Clients
280
Assets Managed by Advisor
$230,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1.5%-.5%
Hourly Rate
$200.00