Susan Marshall
Arlington Wealth Management · Henderson, Nevada
Susan Marshall is a fee-only financial advisor at Arlington Wealth Management in Henderson, Nevada, who holds the ChFC credential. Susan focuses on tax planning, estate & legacy planning and small business owners. Arlington Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Arlington Wealth Management |
|---|---|
| Based in | Henderson, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $235.9M across 750 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, NV · CRD 5704414 |
| Exams passed | Series 66 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.arlington-capital.com |
How Susan's firm compares
- Arlington Wealth Management's average account is about $315,000, from its Form ADV (assets managed divided by 750 accounts).
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Questions about Susan
Is Susan Marshall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Arlington Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Arlington Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Susan Marshall based?
Susan Marshall is based in Henderson, Nevada.
What does Susan specialize in?
Susan's specialties include tax planning, estate & legacy planning, small business owners and family wealth transfer. Susan works with founders and multi-generational families.
What credentials does Susan Marshall hold?
Susan Marshall holds the ChFC credential.
Is Susan Marshall registered with the SEC?
Yes. Susan Marshall is registered as an investment adviser representative in CA and NV (CRD 5704414), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arlington Wealth Management manage?
Arlington Wealth Management reports $235.9M across 750 accounts in assets under management.
How do I contact Susan Marshall?
Through Susan's website, www.arlington-capital.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
- Arlington Wealth Management 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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