Mark Donnelly
Mark Donnelly is a registered investment advisor at The Estate Planning Team, INC., based in Middleburg Heights, OH, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
- Full Financial Plan - $7,000 to $12,000, depending on the time required to create the written plan. Typically takes 35 to 60 hours.
- Retirement Planning - $4,000 to $8,000, depending on the time required to create the written plan. Typically takes 20 to 40 hours.
- Pre-retirement Planning - $3,000 to $6,000, depending on the time required to create the written plan. Typically takes 15 to 30 hours.
- Hourly Financial Planning - $175 per hour, which can be negotiated based on the complexity of the planning service.
Location
16600 Sprague Road, Suite 285, Middleburg Heights, OH, 44130
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
Mark is an independent insurance agent selling life, health, and long-term care insurance. This activity is insurance-related.
Employment History
Current Registrations
The Estate Planning Team, INC.
Previous Registrations
Elios Financial Group, INC.
LPL Financial LLC
State Registrations1 state
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.