Luis Marroquin
Expressive Wealth · Chicago, Illinois
Luis Marroquin is a fee-only financial advisor at Expressive Wealth in Chicago, Illinois. Expressive Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expressive Wealth |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $165.2M across 468 accounts |
| SEC registration | Investment adviser representative in IL · CRD 7979327 |
| Exams passed | Series 65 (2024) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | expressivewealth.com |
How Luis's firm compares
- Expressive Wealth's average account is about $353,000, from its Form ADV (assets managed divided by 468 accounts).
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Questions about Luis
Is Luis Marroquin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luis holds no broker registration, and Expressive Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Luis charge for financial advice?
Luis's firm, Expressive Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luis Marroquin based?
Luis Marroquin is based in Chicago, Illinois.
Is Luis Marroquin registered with the SEC?
Yes. Luis Marroquin is registered as an investment adviser representative in IL (CRD 7979327), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expressive Wealth manage?
Expressive Wealth reports $165.2M across 468 accounts in assets under management.
How do I contact Luis Marroquin?
Through Luis's website, expressivewealth.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
- 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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