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    Paladin Research Report For:

    Michael Marion

    Marion Wealth Management

    CFP®
    2790 Mosside Blvd
    Suite 640
    Monroeville, PA 15146
    412-372-3849
    Visit Website
    www.marionwmg.com

    About Michael Marion

    Michael Marion, CFP®, leads the Marion Wealth Management Group with over thirty years of experience in providing investment planning, asset management, and risk management services to individuals and small businesses.

    Mike holds a BA in Humanities from the University of Pittsburgh and has completed the CERTIFIED FINANCIAL PLANNER™ Professional Education Program from the College of Financial Planning. Mike has held the CFP® designation since passing the CFP® board examination in July 2001.

    Mike lives in Murrysville, Pennsylvania with his wife Katie, their three children, and the family's Chessie Retriever. Mike's interests include the outdoors, hiking, racquetball, reading, and spending time with his family.

    See Disclosures

    General Information

    Firm Start Year
    • 1998
    No. of Employees
    • 5-9
    CRD#
    • 2076025
    Firm CRD#
    • 315730
    Insurance License#
    • 346025
    Name of Custodial Firm
    • Charles Schwab
    States Licensed in
    • PA
    Years of Experience in Financial Services
    • 34
    Number of Years with Current Firm
    • 6
    Work with the following types of clients
    • Individual Investors, Businesses, Non-Profit Organizations

    Compliance

    Registered Investment Advisor
    • Yes
    Investment Advisor Representative
    • Yes
    Acknowledged fiduciary
    • Yes
    Compliance Disclosures in Last 5 years
    • I have a clean record
    Criminal Disclosures in Last 5 years
    • I have a clean record

    Qualifications & Membership

    Certifications, Accreditations & Designations
    • CFP®
    Securities Licenses
    • Series 65, Series 63
    Insurance and Annuity Licenses
    • Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life, Disability

    Firm Information

    Firm's Number of Clients
    • 448
    Firm's Number of Planning Clients
    • 420
    Firm's Number of Managed Clients
    • 445
    Assets Managed by Firm
    • $482,000,000
    Advisor's Number of Clients
    • 448
    Advisor's Number of Managed Clients
    • 445
    Advisor's Number of Planning Clients
    • 420
    Assets Managed by Advisor
    • $482,000,000

    Compensation and Fees

    Fee Structure
    • Fee-Based
    Compensation Methods
    • Based on Assets, Flat Fee
    Fee % Based on Assets
    • 1.5%-.5%
    Hourly Rate
    • $200.00

    Disclaimer

    Investment Advisory Services are offered through Marion Wealth Management LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

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