Marcus Erwin is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Fee Structure
- Financial planning and business consulting are charged at a rate of $150 per hour, based on the complexity and unique needs of the client. Prior to starting, clients will receive an estimated fee for the plan or consultation.
Hourly Rate:$150/hr
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Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Simple Financial, LLC
August 2025 - Present · 8 mos
State Registrations2 states
NVUT
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.