# Malissa Marshall

> Malissa Marshall is a fee-only financial advisor at Soaring Wealth LLC in Bristol, Vermont, who holds the CFP and EA credentials. Malissa charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $12,000 a year and 0.6%–0.8% a year of assets managed) and focuses on equity compensation, international & expat planning and tax planning.

Page: https://find.wellspent.co/advisors/malissa-marshall/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Soaring Wealth LLC
- **Based in:** Bristol, Vermont
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $12,000 a year; 0.6%–0.8% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Languages:** German
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $19.2M across 71 accounts
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, International & expat planning, Tax planning, Retirement planning, Founders (pre-exit)
- **Works with:** Founders, Tech employees, Cross-border families, Retirees, Pre-retirees, High earners
- **CRD:** 6855567 (https://adviserinfo.sec.gov/individual/summary/6855567)
- **SEC registration:** Investment adviser representative in TX, VT
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://soaring-wealth.com

## Frequently asked questions

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

Yes. Malissa Marshall is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Malissa's firm.

### How does Malissa charge for financial advice?

Malissa charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Malissa charge?

According to Soaring Wealth LLC's website, checked October 28, 2026: ongoing planning from $12,000 a year; 0.6%–0.8% a year of assets managed.

### Does Malissa work with clients virtually?

Yes. Soaring Wealth LLC says on its website that it works with clients remotely.

### What languages does Malissa work in?

Besides English, Soaring Wealth LLC offers service in German, according to its website.

### Where is Malissa Marshall based?

Malissa Marshall is based in Bristol, Vermont.

### What does Malissa specialize in?

Malissa's specialties include equity compensation, international & expat planning, tax planning, retirement planning and founders (pre-exit). Malissa works with founders, tech employees, cross-border families, retirees and pre-retirees.

### What credentials does Malissa Marshall hold?

Malissa Marshall holds the CFP and EA credentials.

### Is Malissa Marshall registered with the SEC?

Yes. Malissa Marshall is registered as an investment adviser representative in TX and VT (CRD 6855567), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Soaring Wealth LLC manage?

Soaring Wealth LLC reports $19.2M across 71 accounts in assets under management.

### How do I contact Malissa Marshall?

Through Malissa's website, soaring-wealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/malissa-marshall-10556): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.soaring-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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