# Marco Figueroa

> Marco Figueroa is a fee-only financial advisor at Amicus Financial Advisors in Lehi, Utah, who holds the CFP credential. Marco focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Amicus Financial Advisors
- **Based in:** Lehi, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $550.9M across 1,486 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees
- **CRD:** 7099094 (https://adviserinfo.sec.gov/individual/summary/7099094)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2020)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.amicusadvisors.com

## Frequently asked questions

### Is Marco Figueroa a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marco holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marco charge for financial advice?

Marco's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Marco Figueroa based?

Marco Figueroa is based in Lehi, Utah.

### What does Marco specialize in?

Marco's specialties include retirement planning and tax planning. Marco works with pre-retirees.

### What credentials does Marco Figueroa hold?

Marco Figueroa holds the CFP credential.

### Is Marco Figueroa registered with the SEC?

Yes. Marco Figueroa is registered as an investment adviser representative in TX and UT (CRD 7099094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Amicus Financial Advisors manage?

Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.

### How do I contact Marco Figueroa?

Through Marco's website, www.amicusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7099094): 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://amicusadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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