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Marbella Wealth Advisory Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
Marbella Wealth Advisory Group, LLC is an independent, fee-only advisory firm that serves high-net-worth individuals as well as employer-sponsored retirement plans and corporate clients. The firm offers discretionary investment management, ongoing financial planning engagements, and retirement plan consulting, and may recommend third‑party managers for some client accounts.
The firm’s investment approach combines asset-allocation principles (including modern portfolio theory) with fundamental analysis and a mix of passive and active vehicles, and it periodically reviews outside managers it employs for specific mandates. Financial planning engagements begin with a one-year implementation term to develop and monitor a comprehensive plan, then transition to a month-to-month arrangement for ongoing guidance.
What is atypical for a small independent adviser is the formal retirement plan consulting practice (including services to plan sponsors and participant education) and a structured program of educational seminars and speaking engagements for groups and plan participants. The firm is newly established as a solo practice and reported no assets under management as of its December 2025 filing, while continuing to direct clients to a recommended custodian and to offer employer-focused education and one-on-one participant support.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Business sale tax planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $15,000,000: 0.25% $15,000,001+: 0.15%
Account minimum: $1,000,000 Fee-only: Ongoing Financial Planning annual fee $500-$2,000, paid monthly in advance, negotiable and may be discounted or waived depending on assets under management.
Main office location
Marbella Wealth Advisory Group, LLC
Atlanta GA, United States
Number of offices
1
Most active in
Marbella Wealth Advisory Group, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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