James Brynmor
Marotta Wealth Management · Charlottesville, Virginia
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.
Request an introduction to James →
Facts
| Firm | Marotta Wealth Management |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $686.0M across 1,947 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7918241 |
| Exams passed | Series 65 (2026) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.emarotta.com |
How James's firm compares
- Marotta Wealth Management's average account is about $352,000, from its Form ADV (assets managed divided by 1,947 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Charlottesville
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.
See something wrong? Request a correction. Read our methodology.