Blair Wealth Management, Inc.

Blair Wealth Management, Inc. (CRD# 159958) is a financial advisory firm headquartered in Bryn Mawr, PA. They manage $21,895,867 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $1,152,414
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Blair Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Mark A. Blair
CRD#: 6018861
Newtown Square, PA
96
Wealthminder
score

Mark Blair (CRD# 6018861) is an Investment Advisor Representative working at Blair Wealth Management, Inc. in Newtown Square, PA and has over 6 years of experience in the finance industry. Mark Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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