MZ
CFP · ChFC
MZ
CFP · ChFC
Marc Zarro is a CFP, ChFC-designated registered investment advisor at Wells Fargo Advisors, based in Yardley, PA, with 25 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1010 Stony Hill Rd Ste 100, Yardley, PA, 19067
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2018Denied
Employment History
Current Registrations
Wells Fargo Advisors
October 2016 - Present · 9 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2016 - Present · 9 yrs 7 mos
Previous Registrations
Investment Professionals, INC.Broker
February 2016 - September 2016 · 7 mos
Penn Investment Advisors, INC.
January 2015 - September 2016 · 1 yr 8 mos
Eagleview Securities, INCBroker
January 2015 - February 2016 · 1 yr 1 mo
Sunbelt Securities, INC.Broker
January 2011 - December 2014 · 3 yrs 11 mos
Longview Capital Management LLC
January 2010 - December 2014 · 4 yrs 11 mos
Evolve Securities, INC.Broker
January 2010 - December 2010 · 11 mos
Ing Financial Partners, INC
March 2007 - January 2010 · 2 yrs 10 mos
Ing Financial Partners, INC.Broker
March 2007 - January 2010 · 2 yrs 10 mos
H&r Block Financial Advisors, INC.
June 2003 - March 2007 · 3 yrs 9 mos
H&r Block Financial Advisors, INC.Broker
July 2000 - March 2007 · 6 yrs 8 mos
State Registrations14 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.