# Scott Marx

> Scott Marx is a fee-only financial advisor at SMP Financial Planning in Falls Church, Virginia, who holds the CFP credential. Scott focuses on retirement planning and family wealth transfer. SMP Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/scott-marx/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** SMP Financial Planning
- **Based in:** Falls Church, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $78.3M across 108 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Pre-retirees
- **CRD:** 2815038 (https://adviserinfo.sec.gov/individual/summary/2815038)
- **SEC registration:** Investment adviser representative in DC, MD, NY, VA
- **Exams passed:** Series 63 (2002), Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://smpfinancialplanning.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and SMP Financial Planning 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, SMP Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Scott Marx based?

Scott Marx is based in Falls Church, Virginia.

### What does Scott specialize in?

Scott's specialties include retirement planning and family wealth transfer. Scott works with pre-retirees.

### What credentials does Scott Marx hold?

Scott Marx holds the CFP credential.

### Is Scott Marx registered with the SEC?

Yes. Scott Marx is registered as an investment adviser representative in DC, MD, NY and VA (CRD 2815038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does SMP Financial Planning manage?

SMP Financial Planning reports $78.3M across 108 accounts in assets under management.

### How do I contact Scott Marx?

Through Scott's website, smpfinancialplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2815038): 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
- The firm's website (https://smpfinancialplanning.com/): specialties, clients served, and fees, checked October 30, 2026

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