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CFP
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CFP

John Armstrong

The Marshall Financial Group LLC
17 Years of Experience
Hunt Valley, MD
View SEC Summary
View SEC Summary

John Armstrong is a CFP-designated registered investment advisor at The Marshall Financial Group LLC, based in Hunt Valley, MD, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 1,019 clients with $740M in assets under management.

The Marshall Financial Group LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
14 advisors
Number of Clients
1,019 clients
Average Client Portfolio
$722K average
Assets Under Management
$735.6M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees do not exceed 3% per year and are negotiable based on account size and service complexity. Subject to a minimum annual fee of up to $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

225 Schilling Circle, Suite 295, Hunt Valley, MD, 21031

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is dually registered with Purshe, Kaplan, Sterling as a broker dealer.

Employment History
Current Registrations
The Marshall Financial Group LLC
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2022 - December 2022 · 5 mos
Pacer Financial, INC.Broker
July 2021 - June 2022 · 11 mos
T. Rowe Price Investment Services, INC.Broker
September 2018 - August 2021 · 2 yrs 11 mos
Campbell Financial Services, LLCBroker
March 2013 - August 2018 · 5 yrs 5 mos
Prudential Financial Planning Services
August 2008 - January 2012 · 3 yrs 5 mos
Pruco Securities, LLC.Broker
June 2008 - January 2012 · 3 yrs 7 mos
State Registrations2 states
MDTX
Advisor

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.

Exams
No exam information available for this advisor.
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