Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
914 clients
Average Client Portfolio
$649K average
Assets Under Management
$593.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Location

575 Market Street, Suite 400, San Francisco, CA, 94105

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History

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.

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Employment History
Current Registrations
The Marshall Financial Group LLC
September 2025 - Present · 5 mos
Previous Registrations
Farther
May 2024 - August 2025 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - May 2024 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2022 - May 2024 · 1 yr 7 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.