Ross Marino
Dovetail Financial · Wilmington, North Carolina
Ross Marino is a fee-only financial advisor at Dovetail Financial in Wilmington, North Carolina, who holds the CFP credential. Ross charges an ongoing planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Dovetail Financial |
|---|---|
| Based in | Wilmington, North Carolina |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $298.9M across 891 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 1881080 |
| Exams passed | Series 63 (1988) · Series 65 (1996) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.dovetailfin.com |
| Profile |
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Questions about Ross
Is Ross Marino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ross holds no broker registration, and Dovetail Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ross charge for financial advice?
Ross charges an ongoing planning fee.
How much does Ross charge?
According to Dovetail Financial's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Ross work with clients virtually?
Yes. Dovetail Financial says on its website that it works with clients remotely.
Where is Ross Marino based?
Ross Marino is based in Wilmington, North Carolina.
What does Ross specialize in?
Ross's specialties include retirement planning. Ross works with retirees, pre-retirees and divorced individuals.
What credentials does Ross Marino hold?
Ross Marino holds the CFP credential.
Is Ross Marino registered with the SEC?
Yes. Ross Marino is registered as an investment adviser representative in NC and TX (CRD 1881080), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Dovetail Financial manage?
Dovetail Financial reports $298.9M across 891 accounts in assets under management.
How do I contact Ross Marino?
Through Ross's website, www.dovetailfin.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
- Dovetail 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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