# Scott Marsh

> Scott Marsh is a fee-only financial advisor at Scott Marsh Financial in Salt Lake City, Utah, who holds the ChFC credential. Scott Marsh Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-marsh/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Scott Marsh Financial
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $313.0M across 1,008 accounts
- **Credentials:** ChFC
- **CRD:** 1215597 (https://adviserinfo.sec.gov/individual/summary/1215597)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (1983), Series 65 (1994)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.scottmarsh.com

## Frequently asked questions

### Is Scott Marsh a fee-only financial advisor?

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

### How does Scott charge for financial advice?

Scott's firm, Scott Marsh Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Scott Marsh based?

Scott Marsh is based in Salt Lake City, Utah.

### What credentials does Scott Marsh hold?

Scott Marsh holds the ChFC credential.

### Is Scott Marsh registered with the SEC?

Yes. Scott Marsh is registered as an investment adviser representative in UT (CRD 1215597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Scott Marsh Financial manage?

Scott Marsh Financial reports $313.0M across 1,008 accounts in assets under management.

### How do I contact Scott Marsh?

Through Scott's website, www.scottmarsh.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1215597): 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

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