Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
16yrs
Robert Marks has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Robert has been with Summit Wealth Group since 2025; before that, Robert spent nine years at Commonwealth Financial Network and two years at Merrill. Robert holds the CFP® designation.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 56% of advisors in Arizona
Office14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$739,843
Advisors at the firm38
States licensed ?1 state
Services through Summit Wealth Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowSummit Wealth GroupCurrent firm
- 2016 – 2025Commonwealth Financial NetworkPreviously
- Oct 2014 – Aug 2016MerrillPreviously
- Aug 2010 – Sep 2010Equitable Advisors, LLCPreviously
Contact Robert
Local office(602) 388-1794Ask for Robert. (719) 633-4033Main office · Colorado Springs, CO 14500 N Northsight Blvd Suite 112Scottsdale, AZ 85260Office · Get directions LinkedIn pageSummit Wealth Group
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (602) 388-1794 or the Summit Wealth Group main office at (719) 633-4033, and ask for Robert Marks.
How long has Robert been a financial advisor?
Robert has been in the industry since 2010, about 16 years. More experience than 56% of advisors in Arizona.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Summit Wealth Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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.
Other advisors nearby
Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Scottsdale
Morgan Stanley
47yrs
Top 1% by experience in Scottsdale
Wells Fargo Advisors
47yrs
Top 1% by experience in Scottsdale
UBS Financial Services
47yrs
Top 1% by experience in Scottsdale
Asset Wealth Advisors
47yrs
Top 1% by experience in Scottsdale