Advisor at Marshall Financial
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.
Tiffany Marshall is a financial advisor at Marshall Financial in Myrtle Beach, SC, holding a Series 65 designation with one year of industry experience. She has worked as an independent insurance agent and previously held roles at the American Red Cross and Luomo Creatives. In addition to her advisory work, she is a licensed insurance agent and may spend a portion of her time on insurance sales. Marshall Financial is an independent registered investment adviser serving individual investors and retirement-plan clients with financial planning, investment management, and retirement plan services. The firm emphasizes individualized, long-term strategies with periodic portfolio reviews and also provides institutional plan support and educational workshops.
Based on Marshall Financial
Based on Marshall Financial
Financial Planning fixed fee of $1500 (may be higher for advanced planning)
$0 - $1,000,000: 1.50% annually $1,000,001 - $4,000,000: 1.00% annually $4,000,001+: 0.75% annually
Consultation services $150 per hour; Financial planning annual review $150 per hour; Workshops minimum $150 per hour
Fee-only: Financial Planning fixed fee $1500; Consultation services $150 per hour; Financial Planning annual review at $150 per hour; Investment Management fees negotiable up to maximum 1.50% annually on AUM as per tiers; Retirement Plan Services fees negotiable based on plan services
Myrtle Beach, SC
South Carolina
Marshall Financial, LLC
2024 - Present (2 years)
Self Employed Independent Insurance Agent
2021 - Present (5 years)
American Red Cross
2019 - 2021 (2 years)
Luomo Creatives
2018 - 2019 (1 year)
Active Day
2017 - 2018 (1 year)
Self Employed
2014 - 2017 (3 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.
Series 65
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CFP®, ChFC®, Series 63, Series 65
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Hardwick Capital Management, LLC
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