# James Brynmor

> James Brynmor is a fee-only financial advisor at Marotta Wealth Management in Charlottesville, Virginia. Marotta Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-brynmor/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Marotta Wealth Management
- **Based in:** Charlottesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $686.0M across 1,947 accounts
- **CRD:** 7918241 (https://adviserinfo.sec.gov/individual/summary/7918241)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2026)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.emarotta.com

## Frequently asked questions

### Is James Brynmor a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Marotta Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Brynmor based?

James Brynmor is based in Charlottesville, Virginia.

### Is James Brynmor registered with the SEC?

Yes. James Brynmor is registered as an investment adviser representative in TN (CRD 7918241), 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 James Brynmor?

Through James's website, www.emarotta.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7918241): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.