Malissa Marshall
Soaring Wealth LLC · Bristol, Vermont
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.
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Specialties
Who they serve
- Founders
- Tech employees
- Cross-border families
- Retirees
- Pre-retirees
- High earners
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 |
| Languages | German |
| Accepting new clients | Yes |
| Assets under management | $19.2M across 71 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TX, VT · CRD 6855567 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | soaring-wealth.com |
| Profile |
How Malissa's firm compares
- Ongoing planning starts at $12,000 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Soaring Wealth LLC's average account is about $271,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Malissa
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Soaring Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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