Eric Marvin
Eric Marvin is a CFP-designated registered investment advisor at M&m Wealth Management, LLC, based in Fort Myers, FL, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
13410 Parker Commons Blvd, Suite 101, Fort Myers, FL, 33912
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2022Other Business ActivitiesSells Insurance
Eric is a licensed insurance agent since 2005, offering life, health, and annuity products, dedicating a few hours per week to this activity. Eric is also a shareholder in Health & Wealth Co. since January 2025, assisting hearing aid patients with technology and cleaning/checking devices, spending a few hours per week.
Employment History
Current Registrations
M&m Wealth Management, LLC
Previous Registrations
J P Turner & Company Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Metlife Securities INC.
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.