# Tressia Marino

> Tressia Marino is a fee-only financial advisor at Boden Wealth in Lemoyne, Pennsylvania. Tressia focuses on small business owners, estate & legacy planning and retirement planning. Boden Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Boden Wealth
- **Based in:** Lemoyne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $581.8M across 2,200 accounts
- **Specialties:** Small business owners, Estate & legacy planning, Retirement planning
- **Works with:** Founders
- **CRD:** 6279789 (https://adviserinfo.sec.gov/individual/summary/6279789)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.bodenwealth.com

## Frequently asked questions

### Is Tressia Marino a fee-only financial advisor?

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

### How does Tressia charge for financial advice?

Tressia's firm, Boden Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Tressia Marino based?

Tressia Marino is based in Lemoyne, Pennsylvania.

### What does Tressia specialize in?

Tressia's specialties include small business owners, estate & legacy planning and retirement planning. Tressia works with founders.

### Is Tressia Marino registered with the SEC?

Yes. Tressia Marino is registered as an investment adviser representative in PA and TX (CRD 6279789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boden Wealth manage?

Boden Wealth reports $581.8M across 2,200 accounts in assets under management.

### How do I contact Tressia Marino?

Through Tressia's website, www.bodenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6279789): 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://bodenwealth.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.