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Advisor

Gary Gerald

Marin Group · Charleston, South Carolina

Gary Gerald is a fee-only financial advisor at Marin Group in Charleston, South Carolina. Gary charges a percentage of assets.

Percentage of assets Fee-only

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Facts

FirmMarin Group
Based in Charleston, South Carolina
Fee modelPercentage of assets
Accepting new clientsYes
Assets under management$128.1M across 147 accounts
SEC registration Investment adviser representative in FL, GA, NC, SC, TN, VA · CRD 1858283
Exams passedSeries 63 (1993) · Series 65 (1994)
Firm size2 employees
Disclosures None reported
Websitewww.maringroup.com

How Gary's firm compares

  • Marin Group's average account is about $871,000, from its Form ADV (assets managed divided by 147 accounts).

What fee-only advisors charge in South Carolina

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Questions about Gary

Is Gary Gerald a fee-only financial advisor?

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

How does Gary charge for financial advice?

Gary charges a percentage of assets.

Where is Gary Gerald based?

Gary Gerald is based in Charleston, South Carolina.

Is Gary Gerald registered with the SEC?

Yes. Gary Gerald is registered as an investment adviser representative in FL, GA, NC, SC, TN and VA (CRD 1858283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Marin Group manage?

Marin Group reports $128.1M across 147 accounts in assets under management.

How do I contact Gary Gerald?

Through Gary's website, www.maringroup.com.

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
  • Marin Group website : specialties, clients served, and fees, checked October 30, 2026
  • 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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