Yvonne Marsh
Marsh Wealth Management · Knoxville, Tennessee
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.
Request an introduction to Yvonne →
Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
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 |
| Assets under management | $182.3M across 565 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 4227208 |
| Exams passed | Series 66 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.marshwealth.com |
Request an introduction to Yvonne
Tell Yvonne a little about what you're looking for. Yvonne 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 Yvonne
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.
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
- Marsh 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.
See something wrong? Request a correction. Read our methodology.