# James Marrocco

> James Marrocco is a fee-only financial advisor at Thinking Big Financial in Brooklyn, New York, who holds the CFP and CFA credentials. James charges an ongoing planning fee.

Page: https://find.wellspent.co/advisors/james-marrocco/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Thinking Big Financial
- **Based in:** Brooklyn, New York
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $93.0M across 395 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5472578 (https://adviserinfo.sec.gov/individual/summary/5472578)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://thinkingbigfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Thinking Big Financial 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 charges an ongoing planning fee.

### Where is James Marrocco based?

James Marrocco is based in Brooklyn, New York.

### What credentials does James Marrocco hold?

James Marrocco holds the CFP and CFA credentials.

### Is James Marrocco registered with the SEC?

Yes. James Marrocco is registered as an investment adviser representative in NY and TX (CRD 5472578), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Thinking Big Financial manage?

Thinking Big Financial reports $93.0M across 395 accounts in assets under management.

### How do I contact James Marrocco?

Through James's website, thinkingbigfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5472578): 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
- The firm's website (https://www.thinkingbigfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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