Firm
Marchand Faries Financial Management, Inc.
Keystone Heights, Florida
Fee-only
Marchand Faries Financial Management, Inc. at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here, who holds the BA.
- Its Form ADV reports 4 employees and 90 individual clients, 42 of them high net worth.
- Its average account is about $622,000 (assets it manages divided by its 223 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Keystone Heights, Florida |
|---|---|
| [email protected] | |
| Phone | (904) 805-0207 |
Marchand Faries Financial Management, Inc. fees
Marchand Faries Financial Management, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $139 million |
| Individual clients | 48 |
| High-net-worth clients | 42 |
| Accounts managed | 223 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-121512) |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 107813 |
Advisors at this firm (1)
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