Jacob Massanopoli
Marotta Wealth Management · Richmond, Virginia
Jacob Massanopoli is a fee-only financial advisor at Marotta Wealth Management in Richmond, Virginia, who holds the CFP credential. Marotta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marotta Wealth Management |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $686.0M across 1,947 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 7257938 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.emarotta.com |
How Jacob's firm compares
- Marotta Wealth Management's average account is about $352,000, from its Form ADV (assets managed divided by 1,947 accounts).
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Questions about Jacob
Is Jacob Massanopoli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Marotta Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Marotta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Massanopoli based?
Jacob Massanopoli is based in Richmond, Virginia.
What credentials does Jacob Massanopoli hold?
Jacob Massanopoli holds the CFP credential.
Is Jacob Massanopoli registered with the SEC?
Yes. Jacob Massanopoli is registered as an investment adviser representative in VA (CRD 7257938), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marotta Wealth Management manage?
Marotta Wealth Management reports $686.0M across 1,947 accounts in assets under management.
How do I contact Jacob Massanopoli?
Through Jacob's website, www.emarotta.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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