# Thomas Marrollo

> Thomas Marrollo is a fee-only financial advisor at Apogee Financial Services Group in Moorestown, New Jersey. Thomas focuses on retirement planning, tax planning and estate & legacy planning. Apogee Financial Services Group reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Apogee Financial Services Group
- **Based in:** Moorestown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $48.5M across 124 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 1052122 (https://adviserinfo.sec.gov/individual/summary/1052122)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1982)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.apogeefinancial.net/

## Frequently asked questions

### Is Thomas Marrollo a fee-only financial advisor?

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

### How does Thomas charge for financial advice?

Thomas's firm, Apogee Financial Services Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Thomas Marrollo based?

Thomas Marrollo is based in Moorestown, New Jersey.

### What does Thomas specialize in?

Thomas's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### Is Thomas Marrollo registered with the SEC?

Yes. Thomas Marrollo is registered as an investment adviser representative in NJ (CRD 1052122), 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 Apogee Financial Services Group manage?

Apogee Financial Services Group reports $48.5M across 124 accounts in assets under management.

### How do I contact Thomas Marrollo?

Through Thomas's website, www.apogeefinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1052122): 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://apogeefinancial.net/): 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.