TrueAdvisor
TrueAdvisor
MM
CFP
MM
CFP

Michael Marion

Marion Wealth Management
35 Years of Experience
Monroeville, PA
Sells Insurance
View SEC Summary
View SEC Summary

Michael Marion is a CFP-designated registered investment advisor at Marion Wealth Management, based in Monroeville, PA, with 35 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 456 clients with $540M in assets under management.

Marion Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
456 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$543.4M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee varies up to 1.75% based on portfolio value, asset complexity, and administration level. Subject to a minimum monthly fee of $350. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2790 Mosside Blvd, Suite 640, Monroeville, PA, 15146

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Michael is an independent insurance agent selling non-variable insurance. He is also a managing partner/owner of Wealthpointe Financial LLC, operating the LLC since 2017.

Employment History
Current Registrations
Marion Wealth Management
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
September 2018 - April 2022 · 3 yrs 7 mos
United Planners' Financial Services of America a Limited Partner
September 2018 - April 2022 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - September 2018 · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLC
April 2017 - September 2018 · 1 yr 5 mos
Wells Fargo Clearing Services, LLCBroker
July 2007 - April 2017 · 9 yrs 9 mos
Wells Fargo Clearing Services, LLC
July 2007 - April 2017 · 9 yrs 9 mos
Ferris, Baker Watts Incorporated
April 1999 - August 2007 · 8 yrs 4 mos
Ferris, Baker Watts IncorporatedBroker
December 1998 - August 2007 · 8 yrs 8 mos
Wheat, First Securities, INC.Broker
December 1993 - December 1998 · 5 yrs
First Montauk Securities CORP.Broker
November 1993 - December 1993 · 1 mo
Wheat, First Securities, INC.Broker
July 1992 - November 1993 · 1 yr 4 mos
Pml Securities CompanyBroker
March 1992 - December 1992 · 9 mos
Metlife Securities INC.Broker
December 1990 - January 1992 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
December 1990 - January 1992 · 1 yr 1 mo
State Registrations2 states
PATX
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Monroeville, PA →All financial advisors in Pennsylvania →