Mark Fonville
CRD Number: 4475793Current Firm: Covenant Wealth Advisors
Compensation Model: Fee Only
Mark Fonville is a CERTIFIED FINANCIAL PLANNER™ and the President of Covenant Wealth Advisors. Over the past 17 years he has served the financial planning and investment management needs of successful individuals and families while developing strategic wealth management solutions based on current research and driven by client goals.
Prior to joining Covenant Wealth Advisors, Mark served as a Regional Director for Loring Ward located in San Jose, CA, an investment management firm he helped grow from $4 billion to over $17 billion in assets. Mark also served on the leadership team and provided investment strategy and consulting.
Mark is an accomplished public speaker, having spoken across the country at events for the Financial Planning Association (FPA), the American Institute of Certified Public Accountants (AICPA), New York Life, and Commonwealth Financial.
Mark is an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Mark lives in Richmond, Va and graduated from Virginia Tech in 2001 with a BS in Finance. He currently advises clients in Richmond, Williamsburg, and across the country. He is married to his wife, Katherine Fonville, and has three beatiful children. Mark and his family attend St. Mary's episcopal church.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fonville Wealth Management, LLC | Glen Allen, VA | Apr 2018 - Current | 6 |
| Lwi Financial Inc. | San Jose, CA | Oct 2007 - Apr 2018 | 10 |
| Loring Ward Securities Inc. | San Jose, CA | Oct 2007 - Apr 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- CA
- TX
- VA
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Total Assets Under Management496MILLIONS
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Total Number of Accounts1,023ACCOUNTS
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Average Account Value$485,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, MD, NC, NH, SC, TN, TX, VA
Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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