# Jyoti Marshall

> Jyoti Marshall is a fee-only financial advisor at The William Allan in Oak Park, California. The William Allan reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jyoti-marshall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The William Allan
- **Based in:** Oak Park, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $204.4M across 629 accounts
- **CRD:** 7321245 (https://adviserinfo.sec.gov/individual/summary/7321245)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.smartmunnie.net/blog

## Frequently asked questions

### Is Jyoti Marshall a fee-only financial advisor?

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

### How does Jyoti charge for financial advice?

Jyoti's firm, The William Allan, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jyoti Marshall based?

Jyoti Marshall is based in Oak Park, California.

### Is Jyoti Marshall registered with the SEC?

Yes. Jyoti Marshall is registered as an investment adviser representative in CA (CRD 7321245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The William Allan manage?

The William Allan reports $204.4M across 629 accounts in assets under management.

### How do I contact Jyoti Marshall?

Through Jyoti's website, www.smartmunnie.net/blog.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7321245): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.