# Marshall Rathmell

> Marshall Rathmell is a fee-only financial advisor at BCR Wealth Strategies in Vestavia, Alabama, who holds the CFP and PFS credentials. Marshall charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** BCR Wealth Strategies
- **Based in:** Vestavia, Alabama
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $528.1M across 1,219 accounts
- **Credentials:** CFP, PFS
- **Specialties:** Retirement planning
- **Works with:** Founders, Physicians, High earners, Mid-life transitions, Divorced individuals
- **CRD:** 5657799 (https://adviserinfo.sec.gov/individual/summary/5657799)
- **SEC registration:** Investment adviser representative in AL
- **Exams passed:** Series 65 (2009)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.bcrwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Marshall holds no broker registration, and BCR Wealth Strategies 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 charges a percentage of assets.

### Where is Marshall Rathmell based?

Marshall Rathmell is based in Vestavia, Alabama.

### What does Marshall specialize in?

Marshall's specialties include retirement planning. Marshall works with founders, physicians, high earners, mid-life transitions and divorced individuals.

### What credentials does Marshall Rathmell hold?

Marshall Rathmell holds the CFP and PFS credentials.

### Is Marshall Rathmell registered with the SEC?

Yes. Marshall Rathmell is registered as an investment adviser representative in AL (CRD 5657799), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BCR Wealth Strategies manage?

BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.

### How do I contact Marshall Rathmell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5657799): 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://www.bcrwealth.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.