Markle Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,925,734
Clients
22
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$405,715
About
The firm provides financial planning, investment consultation, and non‑discretionary asset management to individuals, estates, trusts, and charitable organizations. The principal also maintains an active accounting and tax practice focused on individual and small‑business tax services and will coordinate with clients’ other advisors as requested.
Investment advice follows a long‑term, disciplined approach built around a written investment policy statement, diversified allocations, and tax‑efficient account management using primarily no‑load mutual funds and ETFs. Management is typically non‑discretionary—trades are implemented after client approval—and the firm emphasizes cash‑flow and sustainable withdrawal planning as part of portfolio design.
Compared with peers, the firm is notable for combining an ongoing CPA/tax practice with an advisory model that reported no discretionary assets and approximately $8.9 million in non‑discretionary assets under management. It operates as a solo advisory practice with a small client base (22 clients), which results in direct principal involvement in planning, implementation, and periodic reviews.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
$295 per hour with a four-hour minimum engagement requirement
Fee-only: Annual investment advisory fee negotiable up to 1.00% of assets under management
Main office location
Markle Wealth Management
Danielsville PA, United States
Number of offices
2
Most active in
Markle Wealth Management has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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