Advisor at Platform Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Platform Wealth Advisors
Location
Goleta, CA 93117
Credentials
CFP®, Series 63, Series 65
Industry experience
8 years
Marlin Stovesand is a CFP® with eight years of industry experience, currently serving as a financial advisor at Platform Wealth Advisors. He has worked at various related firms including Walpole & Co. and PlanMember Securities Corporation. In addition to his advisory role, Marlin is involved in individual tax preparation and accounting through Sandpiper Consulting, Inc. dba Walpole Advisors. Platform Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, trusts, and small businesses. The firm employs a long-term, low-turnover investment approach based on Modern Portfolio Theory and supports its advisory services through a formal affiliation with accounting and consulting practices.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
70 Santa Felicia Drive
Goleta, CA 93117
California · Texas
Sandpiper Consulting, Inc. dba Walpole Advisors
2024 - Present (2 years)
Platform Wealth Advisors
2024 - Present (2 years)
Walpole & Co.
2017 - 2024 (7 years)
Walpole Financial Advisors
2017 - 2024 (7 years)
PlanMember Securities Corporation
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
University of San Diego
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
Double Springs Capital LLC
Series 65
Santa Barbara, CA
Montecito Investment Strategies
Series 63, Series 65
Santa Barbara, CA
Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
CFP®, Series 63
Solvang, CA
Financial Telesis Company
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
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