James Marrocco
Thinking Big Financial · Brooklyn, New York
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.
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Facts
| Firm | Thinking Big Financial |
|---|---|
| Based in | Brooklyn, New York |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $93.0M across 395 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 5472578 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | thinkingbigfinancial.com |
How James's firm compares
- Thinking Big Financial's average account is about $236,000, from its Form ADV (assets managed divided by 395 accounts).
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Questions about James
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.
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
- Thinking Big Financial website : specialties, clients served, and fees, checked October 30, 2026
- 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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