Marshall Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,100,000
Clients
90
Advisors
1
of 1 employees
About
The firm is a solo-operator, state-registered investment adviser that works with individual clients, families, trusts and estates, and churches or other nonprofit organizations, offering comprehensive financial planning, investment supervisory services and portfolio management. Services include modular comprehensive plans, one-time plan engagements and ongoing annual planning alongside non-continuous portfolio management tied to each client’s stated objectives.
Investment advice is provided mainly on a non-discretionary basis, with portfolios constructed around asset-allocation and long-term purchase strategies and reviewed periodically for rebalancing and suitability. Recommendations may span mutual funds, annuities and insurance products, and the firm emphasizes a documented planning process that covers cash flow, tax, retirement and estate considerations.
Noteworthy distinctions include a disclosed regulatory history involving past fines and recordkeeping deficiencies, which the firm identifies in its brochure for prospective clients to consider. The principal is also a licensed insurance agent who may receive commission compensation and operates an affiliated financial-education business that delivers school programs and youth camps; the firm also reports material assets managed through third-party advisers and works with charitable organizations.
Client services
Expertise
Fee options
Fixed fees for financial planning modules (e.g., $125 per module, $1,250 for multi-family wealth management)
$25,000 - $500,000: 1% to 1.5% based on client service reviews $500,001 - $1,000,000: 1% $1,000,001+: Negotiable in relation to market conditions
Separate insurance commissions received by Mr. Marshall as a licensed insurance agent for implementing insurance product recommendations
Hourly financial planning consultation at $150 per hour
Annual financial planning retainer fee, example $500 annually ($400 with early payment discount)
Account minimum: $25,000 Fee-only: Financial planning fees range from $450 to $1,350; typical estimated fee $750; hourly rate $150/hour for consultations; fixed fees for modules ranging from $125 to $1,250 per family for multi-family planning; annual retainer fee example $500 ($400 with 20% discount if paid early)
Main office
1404 Lake Point Pkwy
Sugar Land TX 77478
Advisors at this office
1
Most active in
Kentucky · Texas
Also doing business as
Marshall Capital Management Group · Marshall Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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