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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

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.