Markle Wealth Management fees and pricing

Financial planner in Danielsville, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 13, 2026, Markle Wealth Management charges $295 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $295/hr; “Fees for these services will be billed $295 per hour with a four-hour minimum engagement requirement.”

Payment and refund terms, quoted from the fee section of the brochure.

“If this engagement is terminated all fees due at time of termination will be due and payable by you immediately.”
“Adviser will refund any unearned, prepaid fees within thirty days of written request from the Client.”
“In the limited event that we bill you directly, payment is due upon receipt of our invoice.”

Its hourly rate of $295 is above the Pennsylvania median of $250. 56% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Registered as an adviser: 2014 (12 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: No minimum stated in brochure
Clients: 22
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $8,925,734
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 170513
Website: marklewealth.com (opens in new tab)
Phone: (610) 837-8675

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.