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Advisor

Blake Marion

Team Financial Strategies · Abilene, Texas

Blake Marion is a fee-only financial advisor at Team Financial Strategies in Abilene, Texas. Team Financial Strategies reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only

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Facts

FirmTeam Financial Strategies
Based in Abilene, Texas
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$262.0M across 1,205 accounts
SEC registration Investment adviser representative in TX · CRD 6382572
Exams passedSeries 65 (2014)
Firm size11 employees
Disclosures None reported
Websiteteamstrategiesonline.com

How Blake's firm compares

  • Team Financial Strategies's average account is about $217,000, from its Form ADV (assets managed divided by 1,205 accounts).

What fee-only advisors charge in Texas

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Questions about Blake

Is Blake Marion a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Blake holds no broker registration, and Team Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Blake charge for financial advice?

Blake's firm, Team Financial Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Blake Marion based?

Blake Marion is based in Abilene, Texas.

Is Blake Marion registered with the SEC?

Yes. Blake Marion is registered as an investment adviser representative in TX (CRD 6382572), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Team Financial Strategies manage?

Team Financial Strategies reports $262.0M across 1,205 accounts in assets under management.

How do I contact Blake Marion?

Through Blake's website, teamstrategiesonline.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Abilene

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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