Paul Marrella is a CFP-designated registered investment advisor at Apella Wealth, based in Wyomissing, PA, with 34 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,503 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual advisory fee for new client relationships is up to 1.50% of assets under management, with a maximum rate of 1.70% on certain acquired accounts. Fees are negotiable and use a tiered breakpoint structure depending on the agreement.
Fee Estimator
Location
1250 Broadcasting Rd. #102, Wyomissing, PA, 19610
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is on the advisory board for Ledgerock Golf Club, participating in strategic planning, dedicating minimal time. He is also involved in real estate brokerage/agent or development, spending minimal time.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Marrella Private Wealth, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
Royal Alliance Associates, INC.Broker
Spear, Leeds & KelloggBroker
Keogler, Morgan & Company, INC.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Samuel Marrella, CFPApella Wealth
- Sydney Schaeffer, ChFCLPL Financial LLC
- Ricky Speicher, CFPCommonwealth Financial Network
- Steven Pottieger, CFPConnors Investor Services INC
- Brian Mccoy, CFAConnors Investor Services INC
- Gregory Frank, CFPCommonwealth Financial Network