Wells Fargo Advisors
42yrs
Top advisor by experience in St. George
25yrs
Mark McKell is a fiduciary financial advisor in St. George, Utah, with 25 years in the industry. Mark joined Portside Wealth Group in 2023, after less than a year at Townsquare Capital. Portside Wealth Group offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 179 advisors with offices in St. George, and one of 175 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?Top 20% by experience in Utah
Office2187 W Phantom Ln, St. George, UT 84770
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$196,052
Advisors at the firm56
States licensed ?1 state
Services through Portside Wealth Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowPortside Wealth Group, LLCCurrent firm
- Feb 2023 – Jun 2023Townsquare Capital, LLCPreviously
Contact Mark
2187 W Phantom LnSt. George, UT 84770Office · Get directions Firm main line(385) 412-1222Headquarters: Portside Wealth Group · Provo, UT Facebook pagePortside Wealth Group
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Portside Wealth Group at (385) 412-1222 and ask for Mark McKell. Mark works from the St. George, UT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2002, about 25 years. Top 20% by experience in Utah.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Portside Wealth Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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