Marshall Rathmell
BCR Wealth Strategies · Vestavia, Alabama
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.
Request an introduction to Marshall →
Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Vestavia, Alabama |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AL · CRD 5657799 |
| Exams passed | Series 65 (2009) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
| Profile |
Request an introduction to Marshall
Tell Marshall a little about what you're looking for. Marshall isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marshall
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.
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
- BCR Wealth Strategies 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.
See something wrong? Request a correction. Read our methodology.