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

225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031

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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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Other Business Activities

Andrew works as a financial advisor at Marshall Financial Group, spending full-time hours meeting with clients provided by Peter Marshall. He is also a registered representative with Purshe Kaplan Sterline Investments.

Employment History
Current Registrations
The Marshall Financial Group LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
December 2021 - December 2022 · 1 yr
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.
Andrew John Hasz - Financial Advisor | TrueAdvisor