Andrew Marshall Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Andrew Marshall Financial, LLC provides fee-only financial planning and investment advice to individuals, couples, and families, offering either broad-based comprehensive plans or narrower engagements tailored to client needs. The firm conducts a complimentary Get Acquainted session, has no stated income or account-size minimums, and publishes free educational videos on YouTube.
The firm’s recommended investment framework emphasizes strategic asset allocation with a core-and-satellite approach—using passive index funds and ETFs for core holdings and active funds where appropriate—alongside analysis of tax, risk tolerance, and time horizon. Engagements are typically project-based and conclude upon delivery of the plan; AMF does not provide discretionary portfolio management or execute trades for client accounts and may refer clients to unaffiliated registered advisers after conducting due diligence.
Compared with many independent, solo advisers, AMF’s practice is notable for relying on hourly or fixed project fees rather than percentage-of-assets-under-management arrangements and for not providing ongoing portfolio management for client accounts. The firm also disclaims custody and proxy voting authority, is a member of the Garrett Planning Network, and its principal holds CFP® certification, which informs how advice is delivered and implemented.
Client services
Expertise
Fee options
Flat fixed fees based on the hourly rate; typical projects costing less than $5,000 to $7,000
$360 per hour, billed in 6-minute increments, partial increments billed as whole
Fee-only: Fee-only firm charging hourly or flat fixed fees based on an hourly rate
Main office
5857 Owens Ave, Suite 300
Carlsbad CA 92008
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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