# MARVEL FINANCIAL PLANNING, INC.

MARVEL FINANCIAL PLANNING, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 327420
- Type: SEC-registered investment adviser
- SEC file number: 801-128603
- Phone: 317-570-1800
- Latest filing: 2026-07-20
- Regulatory AUM: $139.4M
- Discretionary AUM: $139.4M
- Clients: 4
- Accounts: 726

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Katharine Booth Marvel | CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | — |
| MARVEL KATHARINE BOOTH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, PRESIDENT, AND MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/327420/brochure
- Similar advisers: https://search.stillhousedata.com/firm/327420/similar
- Related entities: https://search.stillhousedata.com/firm/327420/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/327420

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.