Michael Marvin
TAM Financial Advisors · Annapolis, Maryland
Michael Marvin is a fee-only financial advisor at TAM Financial Advisors in Annapolis, Maryland, who holds the CFP credential. TAM Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TAM Financial Advisors |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $171.3M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MD, TX, VA · CRD 4667334 |
| Exams passed | Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | tamfinancial.net |
How Michael's firm compares
- TAM Financial Advisors's average account is about $1.9 million, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Michael
Is Michael Marvin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and TAM Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, TAM Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Marvin based?
Michael Marvin is based in Annapolis, Maryland.
What credentials does Michael Marvin hold?
Michael Marvin holds the CFP credential.
Is Michael Marvin registered with the SEC?
Yes. Michael Marvin is registered as an investment adviser representative in CT, MD, TX and VA (CRD 4667334), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TAM Financial Advisors manage?
TAM Financial Advisors reports $171.3M across 92 accounts in assets under management.
How do I contact Michael Marvin?
Through Michael's website, tamfinancial.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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.
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