Marsh Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$450⁠-⁠$4,000

“The negotiated fixed rate for creating client financial plans is between $450 - $4,000, depending on the complexity of the plan.”

Monthly fee

$125/mo

“Thereafter, clients may terminate the Investment Advisory Contract with 30 days' written notice. 401K EZInvest Service Fee Clients are charged either a recurring monthly fee of $125 per account or an asset based fee.”

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

How Marsh Wealth Management, LLC bills

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

• “Clients may terminate the agreement without penalty for a full refund of MWM LLC's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of MWM LLC's fees within five business days of signing the Investment Advisory Contract.”
• “The fee will be calculated quarterly in arrears, and billed monthly in an amount equal to 1/3 of the quarterly calculated amount.”

How Marsh Wealth Management, LLC’s fees compare

• Its flat or project fee of $450-$4,000 spans the Tennessee median of $3,000. 36% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Knoxville that publish a flat or project fee charge less.

About Marsh Wealth Management, LLC

• Firm size: 6 employees.
• Founded: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

181

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$182,304,196

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

282111

Website

facebook.com/marshwealthmanagement (opens in new tab)

Phone

(865) 622-2162

Can advise clients in 3 states: North Carolina, Tennessee, Texas

Other planners in Knoxville that publish fees

• CogentblueKnoxville$10,000⁠-⁠$20,000/yr
• Cosey Financial Services, Inc.Knoxville$400/hr, $5,000
• Insight Strategic Wealth LLCKnoxville$275/hr
• Kinetic WealthKnoxville$300/hr
• Knox Wealth Partners AdvisoryKnoxville$100⁠-⁠$350/hr, $250⁠-⁠$10,000
• NBZ Investment Advisors, LLCKnoxville$245⁠-⁠$350/hr

Compare all 32 planners in Knoxville