Marc Hertzberg
WBH Advisory · Baltimore, Maryland
Marc Hertzberg is a fee-only financial advisor at WBH Advisory in Baltimore, Maryland, who holds the CFA credential. WBH Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | WBH Advisory |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.74B across 2,335 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MD, TX · CRD 3180785 |
| Exams passed | Series 65 (1999) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.wbhadvisory.com |
How Marc's firm compares
- WBH Advisory's average account is about $744,000, from its Form ADV (assets managed divided by 2,335 accounts).
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Questions about Marc
Is Marc Hertzberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and WBH Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, WBH Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Hertzberg based?
Marc Hertzberg is based in Baltimore, Maryland.
What credentials does Marc Hertzberg hold?
Marc Hertzberg holds the CFA credential.
Is Marc Hertzberg registered with the SEC?
Yes. Marc Hertzberg is registered as an investment adviser representative in MD and TX (CRD 3180785), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WBH Advisory manage?
WBH Advisory reports $1.74B across 2,335 accounts in assets under management.
How do I contact Marc Hertzberg?
Through Marc's website, www.wbhadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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