Jyoti Marshall
The William Allan · Oak Park, California
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.
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Facts
| Firm | The William Allan |
|---|---|
| Based in | Oak Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $204.4M across 629 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7321245 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.smartmunnie.net/blog |
How Jyoti's firm compares
- The William Allan's average account is about $325,000, from its Form ADV (assets managed divided by 629 accounts).
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Questions about Jyoti
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.
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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