# Marshall Gilman

> Marshall Gilman is a fee-only financial advisor at Onyx Bridge Wealth Group in Port St. Lucie, Florida, who holds the ChFC credential. Marshall focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/marshall-gilman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Onyx Bridge Wealth Group
- **Based in:** Port St. Lucie, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 4,450 accounts
- **Credentials:** ChFC
- **Specialties:** Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 2357964 (https://adviserinfo.sec.gov/individual/summary/2357964)
- **SEC registration:** Investment adviser representative in FL, NJ, NY, TX
- **Exams passed:** Series 63 (1993), Series 65 (2009)
- **Firm size:** 32 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.onyxbridge.com

## Frequently asked questions

### Is Marshall Gilman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and Onyx Bridge Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marshall charge for financial advice?

Marshall's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marshall Gilman based?

Marshall Gilman is based in Port St. Lucie, Florida.

### What does Marshall specialize in?

Marshall's specialties include family wealth transfer, estate & legacy planning and small business owners. Marshall works with multi-generational families.

### What credentials does Marshall Gilman hold?

Marshall Gilman holds the ChFC credential.

### Is Marshall Gilman registered with the SEC?

Yes. Marshall Gilman is registered as an investment adviser representative in FL, NJ, NY and TX (CRD 2357964), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Onyx Bridge Wealth Group manage?

Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.

### How do I contact Marshall Gilman?

Through Marshall's website, www.onyxbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2357964): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://onyxbridge.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.