Advisor at The Marshall Financial Group LLC
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
The Marshall Financial Group LLC
Location
Hunt Valley, MD 21031
Credentials
CFP®, Series 65
Industry experience
2 years
Thomas Arasz is a CFP® with two years of industry experience, currently serving as an advisor at The Marshall Financial Group LLC. He previously worked at Bmore Financially Fit, LLC and Your Financial Pharmacist, and has experience in insurance and healthcare organizations. The Marshall Financial Group LLC is a team-based registered investment adviser managing approximately $593 million in assets for individuals, businesses, pension and profit-sharing plans, and charitable organizations. The firm builds individualized portfolios using mutual funds, ETFs, and managed stock sleeves, employing asset-allocation models and third-party software, and offers services including retirement planning, cash-flow analysis, and client education seminars.
Based on The Marshall Financial Group LLC
Commissions earned by registered representatives for executing trades and mutual fund sales; includes trailing commissions from some mutual funds
Minimum fee: Minimum annual fee not to exceed $5,000; clients may pay difference if assets under management generate less than minimum
225 Schilling Circle, Suite 295
Hunt Valley, MD 21031
Maryland
The Marshall Financial Group LLC
2025 - Present (1 year)
Bmore Financially Fit, LLC
2022 - 2025 (3 years)
Your Financial Pharmacist
2018 - 2021 (3 years)
Transamerica Insurance Co
2017 - 2025 (8 years)
MedStar Shared Services
2016 - 2017 (1 year)
Johns Hopkins Health System
2014 - 2016 (2 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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