Marco Rimassa
Beaumont Asset Management · Katy, Texas
Marco Rimassa is a fee-only financial advisor at Beaumont Asset Management in Katy, Texas, who holds the CFP and CFA credentials. Beaumont Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Beaumont Asset Management |
|---|---|
| Based in | Katy, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $365.2M across 493 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 3122808 |
| Exams passed | Series 65 (1998) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.beaumontasset.com |
| Profile |
How Marco's firm compares
- Beaumont Asset Management's average account is about $741,000, from its Form ADV (assets managed divided by 493 accounts).
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Questions about Marco
Is Marco Rimassa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marco holds no broker registration, and Beaumont Asset Management 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, Beaumont Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marco Rimassa based?
Marco Rimassa is based in Katy, Texas.
What credentials does Marco Rimassa hold?
Marco Rimassa holds the CFP and CFA credentials.
Is Marco Rimassa registered with the SEC?
Yes. Marco Rimassa is registered as an investment adviser representative in LA and TX (CRD 3122808), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beaumont Asset Management manage?
Beaumont Asset Management reports $365.2M across 493 accounts in assets under management.
How do I contact Marco Rimassa?
Through Marco's website, www.beaumontasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Katy
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.
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