# Yvonne Marsh

> Yvonne Marsh is a fee-only financial advisor at Marsh Wealth Management in Knoxville, Tennessee. Yvonne charges a percentage of assets (1% a year on the first tier of assets managed and a $300,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Marsh Wealth Management
- **Based in:** Knoxville, Tennessee
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $300,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $182.3M across 565 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees, High earners
- **CRD:** 4227208 (https://adviserinfo.sec.gov/individual/summary/4227208)
- **SEC registration:** Investment adviser representative in TN, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.marshwealth.com

## Frequently asked questions

### Is Yvonne Marsh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Yvonne holds no broker registration, and Marsh Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Yvonne charge for financial advice?

Yvonne charges a percentage of assets.

### How much does Yvonne charge?

According to Marsh Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $300,000 asset minimum.

### Where is Yvonne Marsh based?

Yvonne Marsh is based in Knoxville, Tennessee.

### What does Yvonne specialize in?

Yvonne's specialties include retirement planning, tax planning and estate & legacy planning. Yvonne works with retirees, pre-retirees and high earners.

### Is Yvonne Marsh registered with the SEC?

Yes. Yvonne Marsh is registered as an investment adviser representative in TN and TX (CRD 4227208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Marsh Wealth Management manage?

Marsh Wealth Management reports $182.3M across 565 accounts in assets under management.

### How do I contact Yvonne Marsh?

Through Yvonne's website, www.marshwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4227208): 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.marshwealth.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.