The Marshall Financial Group LLC
Hunt Valley, MD·SEC-registered · CRD #146362
The Marshall Financial Group LLC is an SEC-registered investment advisory firm in Hunt Valley, MD managing $736M across 2.8k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$736M
Client accounts
2.8k
Advisory staff
10
Fee model
Fee-only
How The Marshall Financial Group LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about The Marshall Financial Group LLC
How much does The Marshall Financial Group LLC manage?
Per its most recent SEC Form ADV filing (04/08/2026), The Marshall Financial Group LLC reports $736M in regulatory assets under management across roughly 2.8k client accounts.
How does The Marshall Financial Group LLC charge?
The Marshall Financial Group LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Fixed fees. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is The Marshall Financial Group LLC a fiduciary?
Yes. The Marshall Financial Group LLC is registered with the U.S. Securities and Exchange Commission (CRD #146362), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is The Marshall Financial Group LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks The Marshall Financial Group LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Hunt Valley, MD
Profile compiled from The Marshall Financial Group LLC's public SEC Form ADV filing (CRD #146362, filed 04/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of The Marshall Financial Group LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with The Marshall Financial Group LLC? Claim this profile.