David Markle is a CFP, PFS-designated registered investment advisor at Markle Wealth Management, based in Danielsville, PA, with 3 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 22 clients with $8.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can vary up to 1.00% based on the level and scope of services.
Fee Estimator
Contact
David Markle
Location
Danielsville, PA
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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 Activities
David is a CPA and owner since 1996, preparing individual tax returns. The time commitment during tax season is unknown.
Employment History
Current Registrations
Markle Wealth Management
Previous Registrations
Wealth Management, INC.
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.
Exams
Additional Information
David S. Markle, CPA/PFS, CFP®, CGMA