Marion Tambone
S & a Financial Strategies & Services · Cherry Hill, New Jersey
Marion Tambone is a fee-only financial advisor at S & a Financial Strategies & Services in Cherry Hill, New Jersey. S & a Financial Strategies & Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | S & a Financial Strategies & Services |
|---|---|
| Based in | Cherry Hill, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.2M across 39 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6991212 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.letsmakesense.info |
How Marion's firm compares
- S & a Financial Strategies & Services's average account is about $416,000, from its Form ADV (assets managed divided by 39 accounts).
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Questions about Marion
Is Marion Tambone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marion holds no broker registration, and S & a Financial Strategies & Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marion charge for financial advice?
Marion's firm, S & a Financial Strategies & Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marion Tambone based?
Marion Tambone is based in Cherry Hill, New Jersey.
Is Marion Tambone registered with the SEC?
Yes. Marion Tambone is registered as an investment adviser representative in NJ (CRD 6991212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S & a Financial Strategies & Services manage?
S & a Financial Strategies & Services reports $16.2M across 39 accounts in assets under management.
How do I contact Marion Tambone?
Through Marion's website, www.letsmakesense.info.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cherry Hill
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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