Financial Advisors · profile RIA · registry-verified

Andrew Marshall Financial, LLC

Fee-only registered investment adviser · Carlsbad, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
5857 Owens Ave #300, Carlsbad, CA 92008, USA · View on Google Maps Google Places
Phone
(760) 651-6315 Google Places
Website
andrewmarshallfinancial.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (11)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status yes 2 andrewmarshallfinancial.comSelf-published directory.garrettplanningnetwork.comIndependent editorial myfederalretirement.comIndependent editorial
How they're paid Fee-only 2 andrewmarshallfinancial.comSelf-published directory.garrettplanningnetwork.comIndependent editorial myfederalretirement.comIndependent editorial yellowpages.comAggregated
Service delivery model Self-claimed 0 andrewmarshallfinancial.comSelf-published

3 facts·5 sources·0 contested·1 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
carlsbad, calinkedin.comSelf-published socialmyfederalretirement.comIndependent editorialandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialsmartadvisormatch.comAggregatedreports.adviserinfo.sec.govIndependent editorialletsmakeaplan.orgIndependent editorialandrewmarshallfinancial.comSelf-publishedyelp.comAggregatedandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial
Established in
2015andrewmarshallfinancial.comSelf-published
Years in practice
10 yearsyellowpages.comAggregatedandrewmarshallfinancial.comSelf-published
Registration
Registered Investment Adviser · registered to provide services in California · ANDREW MARSHALL FINANCIAL LLC, License #281930, CA · Californiadirectory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-publishedsmartadvisormatch.comAggregatedadviserinfo.sec.govIndependent editorialreports.adviserinfo.sec.govIndependent editorial
Professional certifications
CFPlinkedin.comSelf-published socialdirectory.garrettplanningnetwork.comIndependent editorialletsmakeaplan.orgIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial
Services
retirement planning · financial planning · Hourly Financial Planning · investment review and analysisandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published
Who they work with
Federal employees · retirees · Grade School Teacher, Technology Professional/Engineer, Government Employee, Single Woman or Widow, DIYmyfederalretirement.comIndependent editorialdirectory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial
How they invest
passive indexing · Active management for certain asset classes, low-cost funds the vast majority of the timeandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial
How they're paid
fee-onlyandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedmyfederalretirement.comIndependent editorialandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialyellowpages.comAggregatedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

I am a CERTIFIED FINANCIAL PLANNER™ professional
linkedin.com Self-published social · andrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial
A majority of our clients hire Andrew Marshall Financial, LLC to objectively analyze their retirement readiness and create a plan for safely providing retirement income
andrewmarshallfinancial.com Self-published ·
Andrew Marshall Financial, LLC offers financial planning advice to Federal employees for a flat fee.
myfederalretirement.com Independent editorial ·
credentials · CERTIFIED FINANCIAL PLANNER™ professional
directory.garrettplanningnetwork.com Independent editorial ·
Andrew has passed the Series 65 regulatory exam and is registered to provide services in California.
smartadvisormatch.com Aggregated ·
Categories · Financial Planners, Financial Planning Consultants, Insurance Consultants & Analysts, Investment Advisory Service, Investments
yellowpages.com Aggregated ·
IA · California · Investment Adviser Representative · Approved · 01/13/2016
reports.adviserinfo.sec.gov Independent editorial ·
CFP Board of Standards sets and enforces the requirements for CFP®️ certification.
letsmakeaplan.org Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 86 mentions across the web and boiled them down to 35 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 35 confirmed facts · 86 mentions read
Fact Value Source Source date How we checked
Category Financial Advising yelp.comAggregated Verified
Category financial advisor · 2 sources andrewmarshallfinancial.comSelf-publishedsmartadvisormatch.comAggregated Verified
Category Financial Planners yellowpages.comAggregated Verified
Category Financial Planning Consultants bbb.orgAggregated Verified
Category Financial Services · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category http://schema.org/LocalBusiness yellowpages.comAggregated From page metadata
Category Investing yelp.comAggregated Verified
Established in 2015 andrewmarshallfinancial.comSelf-published Verified
Fiduciary status fiduciary · 13 sources andrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedmyfederalretirement.comIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published Verified
How they invest Active management for certain asset classes, low-cost funds the vast majority of the time flatfeeadvisors.usIndependent editorial Verified
How they invest passive indexing andrewmarshallfinancial.comSelf-published Verified
How they're paid fee-only · 8 sources andrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedmyfederalretirement.comIndependent editorialandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialyellowpages.comAggregatedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published Verified
Main location ca · 2 sources yellowpages.comAggregatedbbb.orgAggregated From page metadata
Main location carlsbad, ca · 11 sources linkedin.comSelf-published socialmyfederalretirement.comIndependent editorialandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialsmartadvisormatch.comAggregatedreports.adviserinfo.sec.govIndependent editorialletsmakeaplan.orgIndependent editorialandrewmarshallfinancial.comSelf-publishedyelp.comAggregatedandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial Verified
Main location us · 2 sources yellowpages.comAggregatedbbb.orgAggregated From page metadata
Professional certifications CFP · 6 sources linkedin.comSelf-published socialdirectory.garrettplanningnetwork.comIndependent editorialletsmakeaplan.orgIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedflatfeeadvisors.usIndependent editorial Verified
Registration ANDREW MARSHALL FINANCIAL LLC, License #281930, CA adviserinfo.sec.govIndependent editorial Registry-verified
Registration California reports.adviserinfo.sec.govIndependent editorial Verified
Registration California registered investment advisor andrewmarshallfinancial.comSelf-published Verified
Registration Registered Investment Adviser · 2 sources directory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-published Verified
Registration Registered Investment Advisor andrewmarshallfinancial.comSelf-published Verified
Registration registered to provide services in California smartadvisormatch.comAggregated Verified
Service delivery model hybrid andrewmarshallfinancial.comSelf-published Verified
Services comprehensive financial planning andrewmarshallfinancial.comSelf-published Verified
Services Comprehensive Financial Planning, As needed financial advice yellowpages.comAggregated Verified
Services financial planning · 10 sources andrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publisheddirectory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published Verified
Services Hourly Financial Planning andrewmarshallfinancial.comSelf-published Verified
Services Investment Analysis, Retirement Planning, Employee Benefits, Tax Optimization, Portfolio Guidance, Social Security Planning, Benefits and Compensation Planning for Employees, Tax Efficient Withdrawal Planning, Estate and Legacy Planning, Windfall Planning flatfeeadvisors.usIndependent editorial Verified
Services investment review and analysis andrewmarshallfinancial.comSelf-published Verified
Services retirement planning · 2 sources andrewmarshallfinancial.comSelf-publishedandrewmarshallfinancial.comSelf-published Verified
Services Retirement Planning, Comprehensive Financial Planning, Social Security Planning, Investment Planning letsmakeaplan.orgIndependent editorial Verified
Who they work with Federal employees myfederalretirement.comIndependent editorial Verified
Who they work with Grade School Teacher, Technology Professional/Engineer, Government Employee, Single Woman or Widow, DIY flatfeeadvisors.usIndependent editorial Verified
Who they work with retirees · 2 sources directory.garrettplanningnetwork.comIndependent editorialandrewmarshallfinancial.comSelf-published Verified
Years in practice 10 years · 2 sources yellowpages.comAggregatedandrewmarshallfinancial.comSelf-published Verified

How we checked — what each label means·Verified matched its source·From page metadata read from the site's code·Registry-verified checked against an official registry

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Verified

1 · checked against a registry

Self-asserted

3 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelSelf-claimed, not independently confirmed Self-claimed, not independently confirmed
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
7
Data refreshed
Compiled
Mentions → facts
86 → 35
Aggregated Self-published Independent editorial

Sources consulted

Profile · andrew-marshall-financial-llc-ae3ec6eb39ee4249893b29af1a67aef3 Category · Financial Advisors Published by Authoria