Zachary Marsh
Calibrate Wealth · Clive, Iowa
Zachary Marsh is a fee-only financial advisor at Calibrate Wealth in Clive, Iowa. Calibrate Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Calibrate Wealth |
|---|---|
| Based in | Clive, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets |
| Fees (firm's website) | A $250,000 asset minimum |
| Assets under management | $9.5M across 20 accounts |
| SEC registration | Investment adviser representative in IA · CRD 3208168 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.calibratewm.com |
| Profile |
How Zachary's firm compares
- Calibrate Wealth's average account is about $475,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Zachary
Is Zachary Marsh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Calibrate Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Calibrate Wealth, reports charging a percentage of assets on its SEC Form ADV.
How much does Zachary charge?
According to Calibrate Wealth's website, checked October 30, 2026: a $250,000 asset minimum.
Where is Zachary Marsh based?
Zachary Marsh is based in Clive, Iowa.
Is Zachary Marsh registered with the SEC?
Yes. Zachary Marsh is registered as an investment adviser representative in IA (CRD 3208168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Calibrate Wealth manage?
Calibrate Wealth reports $9.5M across 20 accounts in assets under management.
How do I contact Zachary Marsh?
Through Zachary's website, www.calibratewm.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
- Calibrate Wealth 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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