Marlin Stovesand
Platform Wealth Advisors · Holladay, Utah
Marlin Stovesand is a fee-only financial advisor at Platform Wealth Advisors in Holladay, Utah, who holds the CFP credential. Platform Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Platform Wealth Advisors |
|---|---|
| Based in | Holladay, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $509.0M across 776 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6704432 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | platformadvise.com/pwa-team |
How Marlin's firm compares
- Platform Wealth Advisors's average account is about $656,000, from its Form ADV (assets managed divided by 776 accounts).
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Questions about Marlin
Is Marlin Stovesand a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marlin holds no broker registration, and Platform Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marlin charge for financial advice?
Marlin's firm, Platform Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marlin Stovesand based?
Marlin Stovesand is based in Holladay, Utah.
What credentials does Marlin Stovesand hold?
Marlin Stovesand holds the CFP credential.
Is Marlin Stovesand registered with the SEC?
Yes. Marlin Stovesand is registered as an investment adviser representative in CA and TX (CRD 6704432), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Platform Wealth Advisors manage?
Platform Wealth Advisors reports $509.0M across 776 accounts in assets under management.
How do I contact Marlin Stovesand?
Through Marlin's website, platformadvise.com/pwa-team.
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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