Andrew Marshall Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$360/hr

“AMF’s current hourly rate is $360 per hour.”

Flat or project fee

$5,000

“Examples of typical projects include retirement planning projects which have a total cost typically less than $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Andrew Marshall Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Hourly engagements are billed in 6 minute increments with partial increments billed as a whole.”
• “Fees are negotiable at the sole discretion of AMF.”
• “Payment can be made via check, ACH transfer or credit cards.”

How Andrew Marshall Financial LLC’s fees compare

• Its hourly rate of $360 is above the California median of $300. 69% of the 932 other California planners that publish an hourly rate charge less.
• 18 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
• 4 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Andrew Marshall Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281930

Website

andrewmarshallfinancial.com (opens in new tab)

Phone

(760) 651-6315

Other planners in Carlsbad that publish fees

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• Advisors Wealth Management, IncCarlsbad$225/hr
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr
• Cornerstone Wealth Advisors, Inc.Carlsbad$250/hr, $10,000

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