Marsh Wealth Management, LLC

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Client assets under management

$181,567,805

Clients

181

27% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,003,137

About

Marsh Wealth Management, LLC serves individual and high‑net‑worth clients with ongoing portfolio management, retirement‑plan advice, and financial planning. The firm provides both discretionary portfolio management and advisory services for held‑away retirement accounts through programs described in its brochure, and it manages accounts using institutional custodians and negotiated platforms.

The firm assigns clients model portfolios grounded in strategic asset allocation and Modern Portfolio Theory, documents goals in an Investment Policy Statement, and uses a bucket strategy for more complex households. Marsh Wealth conducts at least quarterly reviews and provides specific 401(k)‑focused services (including an advised 401K+ interface and 401K EZInvest offerings) to help clients align plan options with their risk tolerance.

Several features disclosed in the brochure distinguish the firm from many peers: its principals and some representatives maintain affiliated accounting and insurance practices (with commissions and related conflicts disclosed), it acts as a promoter and co‑advisor in a third‑party 401(k) advisory program that pays co‑advisor fees, and it reports using endorsements, client testimonials, periodic newsletters and educational seminars or workshops as part of its client outreach and education. These combined affiliations, retirement‑plan co‑advisory role, and use of promotional materials are noted as atypical among similarly supported firms.

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Expertise

Wealth management

Fee options

Fixed

Financial planning fees negotiated between $450 and $4,000 depending on plan complexity.

Percentage

$0 - $200,000: 1.25% $200,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.55%

Subscriptions

401K EZInvest service fee: either $125/month per account or 0.35% annually asset-based fee, negotiable; 401K CoPilot fees charged by Absolute Capital up to 2.00% annually, negotiable.

Other

Account minimum: $200,000

Main office location

Marsh Wealth Management, LLC

504 Ebenezer Road

Knoxville TN 37923, United States

Number of offices

Most active in

North Carolina · Tennessee · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook X Website 865-622-2162

Advisors at this firm

Yvonne M

Series 66

Knoxville, TN

Marsh Wealth Management, LLC

Yvonne Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with 13 years of industry experience. She holds a Series 66 designation and is a Certified Public Accountant. Yvonne is also an independent licensed insurance agent and an owner of Marsh Professional Group, LLC. Marsh Wealth Management serves individual and high-net-worth households by providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets.

Wealth management

Michael M

Series 65

Knoxville, TN

Marsh Wealth Management, LLC

Michael Marsh is a financial advisor at Marsh Wealth Management, LLC in Knoxville, TN, with eight years of industry experience. He holds a Series 65 designation and has been with Marsh Wealth Management since 2017. In addition to his advisory role, Marsh is an owner and active manager of Marsh Professional Group, a Tennessee-based Certified Public Accounting firm that provides risk management and tax services to the community banking industry and other clients. Marsh Wealth Management serves individual and high-net-worth households with portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm employs a model-portfolio approach based on Modern Portfolio Theory and offers specialized services for employer-sponsored plan assets through its 401K+ and 401K EZInvest programs.

Wealth management

Jeffrey L

ChFC®, Series 63

Knoxville, TN

Marsh Wealth Management, LLC

Jeffrey Loos is a financial advisor with Marsh Wealth Management, LLC in Knoxville, TN, holding the ChFC® designation and Series 63 license, with 21 years of industry experience. He previously worked at Modern Wealth Management, LLC and Coulter & Justus Financial Services, LLC. Outside of his advisory role, he is also a licensed insurance agent. Marsh Wealth Management serves individual and high-net-worth households, providing portfolio management and comprehensive financial planning, including retirement-plan rollover advice. The firm uses a model-portfolio approach based on Modern Portfolio Theory and employs strategic asset allocation and rebalancing with regular account reviews.

Wealth management

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