Scott Marx
SMP Financial Planning · Falls Church, Virginia
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.
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Specialties
Who they serve
- Pre-retirees
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 | $78.3M across 108 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, NY, VA · CRD 2815038 |
| Exams passed | Series 63 (2002) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | smpfinancialplanning.com |
| Profile |
How Scott's firm compares
- SMP Financial Planning's average account is about $725,000, from its Form ADV (assets managed divided by 108 accounts).
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Questions about Scott
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.
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
- SMP Financial Planning 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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