Marion Fleshman
Capital Advisor Network · Lafayette, Indiana
Marion Fleshman is a fee-only financial advisor at Capital Advisor Network in Lafayette, Indiana. Capital Advisor Network reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Advisor Network |
|---|---|
| Based in | Lafayette, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $124.5M across 1,261 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7110454 |
| Exams passed | Series 65 (2019) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.moerdykfinancial.com |
How Marion's firm compares
- Capital Advisor Network's average account is about $99,000, from its Form ADV (assets managed divided by 1,261 accounts).
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Questions about Marion
Is Marion Fleshman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marion holds no broker registration, and Capital Advisor Network reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marion charge for financial advice?
Marion's firm, Capital Advisor Network, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marion Fleshman based?
Marion Fleshman is based in Lafayette, Indiana.
Is Marion Fleshman registered with the SEC?
Yes. Marion Fleshman is registered as an investment adviser representative in VA (CRD 7110454), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Advisor Network manage?
Capital Advisor Network reports $124.5M across 1,261 accounts in assets under management.
How do I contact Marion Fleshman?
Through Marion's website, www.moerdykfinancial.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
- 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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