# Marcus Holzberg

> Marcus Holzberg is a fee-only financial advisor at Holzberg Wealth Management in Corte Madera, California, who holds the CFP credential. Marcus focuses on tax planning, estate & legacy planning and retirement planning. Holzberg Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Holzberg Wealth Management
- **Based in:** Corte Madera, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $59.8M across 166 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Student loans
- **Works with:** Early-career professionals
- **CRD:** 7361515 (https://adviserinfo.sec.gov/individual/summary/7361515)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://hwmfa.org

## Frequently asked questions

### Is Marcus Holzberg a fee-only financial advisor?

Yes. Marcus Holzberg 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 Marcus's firm.

### How does Marcus charge for financial advice?

Marcus's firm, Holzberg Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marcus Holzberg based?

Marcus Holzberg is based in Corte Madera, California.

### What does Marcus specialize in?

Marcus's specialties include tax planning, estate & legacy planning, retirement planning and student loans. Marcus works with early-career professionals.

### What credentials does Marcus Holzberg hold?

Marcus Holzberg holds the CFP credential.

### Is Marcus Holzberg registered with the SEC?

Yes. Marcus Holzberg is registered as an investment adviser representative in CA (CRD 7361515), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Holzberg Wealth Management manage?

Holzberg Wealth Management reports $59.8M across 166 accounts in assets under management.

### How do I contact Marcus Holzberg?

Through Marcus's website, hwmfa.org.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/marcus-holzberg-11250): 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.hwmfa.org/): 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.