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 Route 22 and Route 48.
Our focus is on developing highly effective financial strategies for retirees, affluent families, and small 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 firm'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 clients first. We believe what sets us apart is that our focus is 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.
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General Information
Firm Start Year
1998
No. of Employees
5-9
CRD#
2076025
Firm CRD#
315730
Insurance License#
346025
Name of Custodial Firm
Charles Schwab
States Licensed in
PA
Years of Experience in Financial Services
34
Number of Years with Current Firm
6
Work with the following types of clients
Individual Investors, Businesses, Non-Profit Organizations
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65, Series 63
Insurance and Annuity Licenses
Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability
Firm Information
Firm's Number of Clients
448
Firm's Number of Planning Clients
420
Firm's Number of Managed Clients
445
Assets Managed by Firm
$482,000,000
Advisor's Number of Clients
448
Advisor's Number of Managed Clients
445
Advisor's Number of Planning Clients
420
Assets Managed by Advisor
$482,000,000
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
Disclaimer
Investment Advisory Services are offered through Marion Wealth Management LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.