Marc Butler
Marc Butler is a registered investment advisor at Anthony Petsis & Associates INC., based in Newtown, PA, with 15 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered at an hourly rate, which is negotiable based on the scope and complexity of the plan, your situation, and your financial objectives.
- Anthony Petsis: $400/hour
- Planners: $375/hour
- Associates: $200/hour
- Para Planner: $150/hour
- Secretary/Clerical: $100/hour
Location
401 S. State Street, Newtown, PA, 18940
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 ActivitiesSells Insurance
Marc owns a consulting business and is CEO of Marc Butler Consulting and Wealth Management GPT, spending about 10-20% of his time on each. He is also an investment advisory representative and insurance agent for Anthony Petsis & Associates, Inc., and a board member of ProNvest.
Employment History
Current Registrations
Anthony Petsis & Associates INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Pershing LLCBroker
Dljdirect INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Lehman Brothers INC.Broker
State Registrations15 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.