The Marshall Financial Group LLC logo

The Marshall Financial Group LLC

Updated today

Total assets under management

$735,572,235

Total clients

994

17% high-net worth

Total advisors

13

of 18 employees

Firm size

Multi Team

Average clients per advisor

76

Average account size

$740,012

About

The Marshall Financial Group serves individuals, businesses, pension and profit‑sharing plans, and charitable organizations, offering portfolio management, investment analysis, and planning services such as budgeting, retirement and legacy/estate planning. Services are delivered as fee‑based asset management using mutual funds bought at NAV and managed stock/ETF accounts, and the firm supplements its offerings with held‑away asset monitoring through Pontera and periodic educational seminars and workshops.

The firm designs individualized portfolios after assessing each client’s risk tolerance, objectives, and suitability, relying on third‑party software and asset‑allocation models and providing both discretionary and non‑discretionary management. TMFG discloses fiduciary duties for retirement accounts, permits client‑imposed investment restrictions, and provides periodic written account reviews and performance and projection reports.

Compared with many peers, the firm’s representatives also act as registered representatives of a broker‑dealer and as licensed insurance agents, and the brochure discloses that commissionable securities and insurance sales (including trailing commissions) can create conflicts of interest. The firm also uses a promoter agreement and national webinar presentations to market services, and its marketing materials include testimonials and hypothetical performance disclosures; its routine use of held‑away asset management via a third‑party (Pontera) is another feature that is less common among similar multi‑team advisers.

Client services

Portfolio management

Expertise

General retirement planning General estate planning guidance

Fee options

Commissions

Commissions earned by registered representatives for executing trades and mutual fund sales; includes trailing commissions from some mutual funds

Other

Minimum fee: Minimum annual fee not to exceed $5,000; clients may pay difference if assets under management generate less than minimum

Main office location

The Marshall Financial Group LLC

225 Schilling Circle, Suite 295

Hunt Valley MD 21031, United States

Number of offices

5

Most active in

Arizona · California · Colorado · Connecticut · Delaware · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Minnesota · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mary B

Series 63, Series 65

Salinas, CA

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
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Denton L

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
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Kyle L

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Agostino P

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Sheryl P

CFP®, Series 63

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Christopher B

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Peter M

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Thomas A

CFP®, Series 65

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Cheryl S

Series 63

Kingston, NY

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Thomas M

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Andrew H

Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

Tyler K

Series 63, Series 66

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
user avatar

John A

CFP®, Series 63, Series 65

Hunt Valley, MD

The Marshall Financial Group LLC

General retirement planning General estate planning guidance
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