Jeffrey Loos
Marsh Wealth Management · Knoxville, Tennessee
Jeffrey Loos is a fee-only financial advisor at Marsh Wealth Management in Knoxville, Tennessee, who holds the ChFC credential. Jeffrey charges a percentage of assets (1% a year on the first tier of assets managed and a $300,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Marsh Wealth Management |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $300,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $182.3M across 565 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TN, TX · CRD 2223102 |
| Exams passed | Series 63 (1992) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.marshwealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Loos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Marsh Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
How much does Jeffrey charge?
According to Marsh Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $300,000 asset minimum.
Where is Jeffrey Loos based?
Jeffrey Loos is based in Knoxville, Tennessee.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning and estate & legacy planning. Jeffrey works with retirees, pre-retirees and high earners.
What credentials does Jeffrey Loos hold?
Jeffrey Loos holds the ChFC credential.
Is Jeffrey Loos registered with the SEC?
Yes. Jeffrey Loos is registered as an investment adviser representative in TN and TX (CRD 2223102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marsh Wealth Management manage?
Marsh Wealth Management reports $182.3M across 565 accounts in assets under management.
How do I contact Jeffrey Loos?
Through Jeffrey's website, www.marshwealth.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
- Marsh Wealth Management 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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