Scott Marsh
Scott Marsh Financial · Salt Lake City, Utah
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.
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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 | $313.0M across 1,008 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in UT · CRD 1215597 |
| Exams passed | Series 63 (1983) · Series 65 (1994) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.scottmarsh.com |
| Profile |
How Scott's firm compares
- Scott Marsh Financial's average account is about $311,000, from its Form ADV (assets managed divided by 1,008 accounts).
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Questions about Scott
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.
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
- 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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