Tressia Marino
Boden Wealth · Lemoyne, Pennsylvania
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Boden Wealth |
|---|---|
| Based in | Lemoyne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $581.8M across 2,200 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 6279789 |
| Exams passed | Series 66 (2014) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.bodenwealth.com |
How Tressia's firm compares
- Boden Wealth's average account is about $264,000, from its Form ADV (assets managed divided by 2,200 accounts).
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Questions about Tressia
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.
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
- Boden Wealth 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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