Thomas A. Arasz
THE MARSHALL FINANCIAL GROUP LLC | Lead Financial Advisor
Hunt Valley, MD 21031
CRD#: 7334457
Professional summary
Thomas Andrew Arasz, CFP® is a registered financial advisor currently at THE MARSHALL FINANCIAL GROUP LLC located in Hunt Valley, Maryland.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Thomas has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Budgeting and Savings Stategies
Saving for Retirement
529 Plans
Question & Answer
What makes you the best choice for clients?
Individuals, couples, or families looking for Comprehensive Financial Planning. From budgeting to education to investment management and retirement.
What are your service offerings?
Financial Planning
Tax Planning
Risk Management & Insurance
Investment Strategies
Retirement Planning
Which demographics do you typically serve?
Gen Y (28-43)
Gen X (44-59)
How do you get paid?
Fixed / Negotiated Fee
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Andrew Arasz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
December 26, 2025 - Present
THE MARSHALL FINANCIAL GROUP LLC
Office #1: 225 Schilling Circle Suite 295, Hunt Valley, MD 21031RIA
CRD#: 146362
Hunt Valley, MD
Past
November 20, 2023 - December 31, 2025
BMORE FINANCIALLY FIT
RIA
CRD#: 327817
BALTIMORE, MD
Past
February 4, 2021 - September 3, 2021
YFP WEALTH
RIA
CRD#: 282918
Baltimore, MD
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TM
THE MARSHALL FINANCIAL GROUP LLC
FIDUCIARY FIRST ADVISORS | THE MARSHALL FINANCIAL GROUP LLC
CRD#: 146362 / SEC#: 801-117820
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Florida
Registered Investment Advisory firm - (2/11/2020 Terminated)Maryland
Registered Investment Advisory firm - (2/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/18/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(12/26/2025)
Current Firm
TM
THE MARSHALL FINANCIAL GROUP LLC
FIDUCIARY FIRST ADVISORS | THE MARSHALL FINANCIAL GROUP LLC
CRD#: 146362 / SEC#: 801-117820
RIA
Registered Investment Advisory firm - (12/18/2019 Approved)Florida
Registered Investment Advisory firm - (2/11/2020 Terminated)Maryland
Registered Investment Advisory firm - (2/11/2020 Terminated)New Jersey
Registered Investment Advisory firm - (3/18/2020 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/14/2020 Terminated)Texas
Registered Investment Advisory firm - (2/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
225 Schilling Circle Suite 295, Hunt Valley, MD 21031
Mailing Address
Phone number
(410) 563-1190
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,449 |
| AUM (Assets Under Management) | $ 593,043,749 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/22/2026 | ||
| 10/28/2024 | ||
| 07/24/2023 |
Red Flags
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Company Information
THE MARSHALL FINANCIAL GROUP LLC
Lead Financial AdvisorCRD#: 146362Hunt Valley, MD 21031TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
