Marcus Gustafsson
Gustafsson Wealth Management · Canton, Georgia
Marcus Gustafsson is a fee-only financial advisor at Gustafsson Wealth Management in Canton, Georgia. Marcus charges a percentage of assets.
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Facts
| Firm | Gustafsson Wealth Management |
|---|---|
| Based in | Canton, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $11.9M across 59 accounts |
| SEC registration | Investment adviser representative in GA, LA · CRD 4294798 |
| Exams passed | Series 63 (2000) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gustafsson-wealthmgmt.com |
| Profile |
How Marcus's firm compares
- Gustafsson Wealth Management's average account is about $202,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Marcus
Is Marcus Gustafsson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Gustafsson Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcus charge for financial advice?
Marcus charges a percentage of assets.
Where is Marcus Gustafsson based?
Marcus Gustafsson is based in Canton, Georgia.
Is Marcus Gustafsson registered with the SEC?
Yes. Marcus Gustafsson is registered as an investment adviser representative in GA and LA (CRD 4294798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gustafsson Wealth Management manage?
Gustafsson Wealth Management reports $11.9M across 59 accounts in assets under management.
How do I contact Marcus Gustafsson?
Through Marcus's website, www.gustafsson-wealthmgmt.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
- Gustafsson Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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