David Marotta
Marotta Wealth Management, Inc. · Charlottesville, Virginia
David Marotta is a fee-only financial advisor at Marotta Wealth Management, Inc. in Charlottesville, Virginia, who holds the AAMS, AIF and CFP credentials. David charges a percentage of assets, hourly fees and a one-time planning fee ($500 an hour and 1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and small business owners.
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Specialties
Who they serve
- High earners
Facts
| Firm | Marotta Wealth Management, Inc. |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | $500 an hour · 1% a year on the first tier of assets managed · A $400,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $686.0M across 1,947 accounts |
| Credentials | AAMS · AIF · CFP · APMA |
| SEC registration | Investment adviser representative in VA · CRD 3120641 |
| Exams passed | Series 65 (2007) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | marottaonmoney.com |
| Profile |
How David's firm compares
- The hourly rate is $500, above the Virginia median of $325 for fee-only firms that publish prices.
- Marotta Wealth Management, Inc.'s average account is about $352,000, from its Form ADV (assets managed divided by 1,947 accounts).
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Questions about David
Is David Marotta a fee-only financial advisor?
Yes. David Marotta is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges a percentage of assets, hourly fees and a one-time planning fee.
How much does David charge?
According to Marotta Wealth Management, Inc.'s website, checked October 28, 2026: $500 an hour; 1% a year on the first tier of assets managed; a $400,000 asset minimum.
Where is David Marotta based?
David Marotta is based in Charlottesville, Virginia.
What does David specialize in?
David's specialties include tax planning, retirement planning and small business owners. David works with high earners.
What credentials does David Marotta hold?
David Marotta holds the AAMS, AIF, CFP and APMA credentials.
Is David Marotta registered with the SEC?
Yes. David Marotta is registered as an investment adviser representative in VA (CRD 3120641), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Marotta Wealth Management, Inc. manage?
Marotta Wealth Management, Inc. reports $686.0M across 1,947 accounts in assets under management.
How do I contact David Marotta?
Through David's website, marottaonmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Marotta Wealth Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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