Markle Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Danielsville PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Markle Wealth Management · Markle, David Sean
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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