Marbella Wealth Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marbella Wealth Advisory Group, LLC is an independent, fee-only advisory firm that serves high-net-worth individuals as well as employer-sponsored retirement plans and corporate clients. The firm offers discretionary investment management, ongoing financial planning engagements, and retirement plan consulting, and may recommend third‑party managers for some client accounts.
The firm’s investment approach combines asset-allocation principles (including modern portfolio theory) with fundamental analysis and a mix of passive and active vehicles, and it periodically reviews outside managers it employs for specific mandates. Financial planning engagements begin with a one-year implementation term to develop and monitor a comprehensive plan, then transition to a month-to-month arrangement for ongoing guidance.
What is atypical for a small independent adviser is the formal retirement plan consulting practice (including services to plan sponsors and participant education) and a structured program of educational seminars and speaking engagements for groups and plan participants. The firm is newly established as a solo practice and reported no assets under management as of its December 2025 filing, while continuing to direct clients to a recommended custodian and to offer employer-focused education and one-on-one participant support.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning annual fee $500-$2,000, paid monthly in advance, negotiable and may be discounted or waived depending on assets under management.
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
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
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