Kristen Marsh is a registered investment advisor at Ethos Financial Group, LLC, based in Plano, TX, with 4 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,782 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ethos Financial Group's annual investment advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.25% to 2.0%. The specific fee schedule depends on the advisor you work with. A minimum of $100,000 is typically required to use this service, but Ethos may waive this requirement. Ethos does not have a minimum asset management fee.
Location
4965 Preston Park Blvd Suite 100, Plano, TX, 75093
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Regulatory History
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
Ethos Financial Group, LLC
Previous Registrations
Chapwood Capital Investment Management, LLC
State Registrations1 state
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.