Donald Bussell is a registered investment advisor at Theus Wealth Advisors, based in Westerville, OH, with 5 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Marathon Financial Group does not charge a separate fee for selecting third-party asset managers. Instead, the chosen asset manager deducts advisory fees directly from your account, and Marathon Financial Group shares in that fee. These advisory fees are established by each individual asset manager.
Location
Westerville, OH
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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 →Employment History
Current Registrations
Theus Wealth Advisors
State Registrations2 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.
Exams
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