Mark
Fonville
Covenant Wealth Advisors
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About this Advisor
Mark Fonville is a certified financial planner based in Henrico, Virginia with 5 years of industry experience. Fonville is on the advisory team at Covenant Wealth Advisors. During their career, the advisor has held roles at Fonville Wealth Management, LLC, Lwi Financial Inc and Loring Ward Securities Inc. Fonville has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California, Texas and Virginia. Covenant Wealth Advisors is a business based in Henrico, VA. It has a total of six employees. It manages $272 million in assets under management between its 785 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 785 client accounts, 53% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Covenant Wealth Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically depend on the type of services. Fee types charged by Covenant Wealth Advisors most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Covenant Wealth Advisors Brokerage Details
$271,739,012
6
785
$346,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Fonville Work History
Mark has been registered as a financial advisor for 5 years.*
Fonville Wealth Management, LLC
Lwi Financial Inc
Loring Ward Securities Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Fonville to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Covenant Wealth Advisors
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
Henrico, VA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
