Mark Finelli
Mark Finelli is a registered investment advisor at Family Wealth Partners LLC, based in Medford, NJ, with 24 years of industry experience. Mark 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 171 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
152 Himmelein Road, Suite 700, Medford, NJ, 08055
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 owns Family Wealth Partners, an RIA, dedicating nearly full-time hours to it. He also sells fixed/traditional insurance products as an agent for PKSF and owns Laura Sportfishing, LLC, a charter fishing business.
Employment History
Current Registrations
Family Wealth Partners LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations7 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.