Marshall Gilman
Onyx Bridge Wealth Group · Port St. Lucie, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $1.37B across 4,450 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in FL, NJ, NY, TX · CRD 2357964 |
| Exams passed | Series 63 (1993) · Series 65 (2009) |
| Firm size | 32 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.onyxbridge.com |
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Questions about Marshall
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.
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
- Onyx Bridge Wealth Group 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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