Marshall Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The fee will be due in advance of the presentation(s) and will be based upon the Adviser’s hourly rate (minimum $150/hour) as agreed to at the time of engagement.”

Flat or project fee

$1,500

“The fee for financial planning services is a fixed fee of $1500.”

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

How Marshall Financial bills

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

• “Financial Planning / Consultation Services terminate upon delivery.”
• “The Adviser requests ½ of the fixed project fee to schedule services and the balance is invoiced at the conclusion of services.”
• “Fee are invoiced in arrears at the conclusion of services.”

How Marshall Financial’s fees compare

• Its hourly rate of $150 is below the South Carolina median of $250. 7% of the 69 other South Carolina planners that publish an hourly rate charge less.
• None of the 4 other planners in Myrtle Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the South Carolina median of $3,000. 23% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Myrtle Beach that publish a flat or project fee charge less.

About Marshall Financial

• Principal: Tiffany L. Marshall
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

20

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services

Assets managed

$295,316

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333186

Website

marshallfinancials.com (opens in new tab)

Phone

(843) 907-3457

Other planners in Myrtle Beach that publish fees

• Carolina Wealth AdvisorsMyrtle Beach$500⁠-⁠$1,000/hr, $500⁠-⁠$1,000
• Coast Wealth Management Group, LLCMyrtle Beach$150/hr, $500⁠-⁠$8,000
• Mecklenburg Financial GroupMyrtle Beach$250/hr
• Oak Street AdvisorsMyrtle Beach$350/hr, $5,000/yr
• Premier Financial Solutions, LLCMyrtle Beach$1,495
• Resettle WealthMyrtle Beach$10,000, $10,000/yr

Compare all 9 planners in Myrtle Beach