Joan Marshall is a CFP-designated registered investment advisor at Wagener-Lee, LLC, based in Columbia, MD, with 9 years of industry experience. Joan 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, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: $500 - $10,000, depending on complexity, time spent, research, and services requested.
- Consultation Service: $150 - $350 per hour ($500 minimum), plus expenses.
Location
5950 Symphony Woods Road, Suite 412, Columbia, MD, 21044
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Joan is an associate/employee at Wagener Lee, LLC, an independent RIA, since 2018, providing financial planning services and administrative tasks. This takes about a quarter to about half of Joan's time.
Employment History
Current Registrations
Wagener-Lee, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.