Marvin Barron
TGS Financial Advisors · Radnor, Pennsylvania
Marvin Barron is a fee-only financial advisor at TGS Financial Advisors in Radnor, Pennsylvania, who holds the CFP credential. TGS Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marvin →
Facts
| Firm | TGS Financial Advisors |
|---|---|
| Based in | Radnor, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $426.0M across 1,222 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4638381 |
| Exams passed | Series 66 (2003) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.triagemd.com |
How Marvin's firm compares
- TGS Financial Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 1,222 accounts).
Request an introduction to Marvin
Tell Marvin a little about what you're looking for. Marvin 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 Marvin
Is Marvin Barron a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marvin holds no broker registration, and TGS Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marvin charge for financial advice?
Marvin's firm, TGS Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marvin Barron based?
Marvin Barron is based in Radnor, Pennsylvania.
What credentials does Marvin Barron hold?
Marvin Barron holds the CFP credential.
Is Marvin Barron registered with the SEC?
Yes. Marvin Barron is registered as an investment adviser representative in PA (CRD 4638381), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TGS Financial Advisors manage?
TGS Financial Advisors reports $426.0M across 1,222 accounts in assets under management.
How do I contact Marvin Barron?
Through Marvin's website, www.triagemd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Radnor
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.
See something wrong? Request a correction. Read our methodology.