Consuelo Webb
Mari Legacy Group · Calabasas, California
Consuelo Webb is a fee-only financial advisor at Mari Legacy Group in Calabasas, California. Mari Legacy Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mari Legacy Group |
|---|---|
| Based in | Calabasas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.9M across 76 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4203954 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Consuelo's firm compares
- Mari Legacy Group's average account is about $393,000, from its Form ADV (assets managed divided by 76 accounts).
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Questions about Consuelo
Is Consuelo Webb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Consuelo holds no broker registration, and Mari Legacy Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Consuelo charge for financial advice?
Consuelo's firm, Mari Legacy Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Consuelo Webb based?
Consuelo Webb is based in Calabasas, California.
Is Consuelo Webb registered with the SEC?
Yes. Consuelo Webb is registered as an investment adviser representative in CA and TX (CRD 4203954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mari Legacy Group manage?
Mari Legacy Group reports $29.9M across 76 accounts in assets under management.
How do I contact Consuelo Webb?
Contact details aren't on file yet. Search for Mari Legacy Group.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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