Firm
Marsh Wealth Management
Knoxville, Tennessee
Fee-only
Facts
| Based in | Knoxville, Tennessee |
|---|---|
| Website | marshwealth.com |
| [email protected] | |
| Phone | (865) 622-2162 |
Marsh Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $300,000 |
| How it charges | Percentage of assets |
In the firm's words
"$200,001 – $500,000 1.0%" source
"Have investable assets of $300,000 or more and are looking for personalized, fiduciary advice." source
"We find that our financial planning strategies work well for people who have saved at least $500,000 in investable assets." source
"We offer fee-only fiduciary management strategies, as a percentage of assets." source
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 · Fixed fees |
|---|---|
| Assets managed | $182 million |
| Individual clients | 132 |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 282111 |