Marotta Wealth Management, Inc. at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 9 advisors are listed here; 7 of 9 hold the CFP.
- Its Form ADV reports 16 employees and 354 individual clients, 185 of them high net worth.
- Its average account is about $352,000 (assets it manages divided by its 1,947 accounts).
- Its hourly rate of $500 is above the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Charlottesville, Virginia |
|---|---|
| Website | marottaonmoney.com |
| [email protected] | |
| Phone | (434) 244-0000 |
Questions about Marotta Wealth Management, Inc.
How much does Marotta Wealth Management, Inc. charge?
Marotta Wealth Management, Inc. publishes these prices: hourly: $500 an hour; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Marotta Wealth Management, Inc. have an account minimum?
Yes. Marotta Wealth Management, Inc. states an account minimum of $400,000. We found this on its website, checked October 28, 2026.
How is Marotta Wealth Management, Inc. paid?
Marotta Wealth Management, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Marotta Wealth Management, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Marotta Wealth Management, Inc., and 7 hold the CFP.
What is the average account at Marotta Wealth Management, Inc.?
Marotta Wealth Management, Inc.'s average account is about $352,000. That's the assets on its Form ADV divided by its 1,947 accounts.
What does Marotta Wealth Management, Inc. specialize in?
Marotta Wealth Management, Inc.'s advisors and website list tax planning, retirement planning and small business owners.
Is Marotta Wealth Management, Inc. accepting new clients?
Yes, according to Marotta Wealth Management, Inc.'s website, checked October 28, 2026.
Marotta Wealth Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $500 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $400,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"we also offer an hourly fee of $500 per hour for non-managed accounts" source
"0.25% of the first million ($1M) which is 1% annual" source
"Our minimum fee for Collaborative services is $1,000 per quarter or $400,000 in assets under management." source
"Our Collaborative service level fees are 0.25% of the amount of investable assets we manage billed quarterly (1% annual)." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $686 million |
| Individual clients | 169 |
| High-net-worth clients | 185 |
| Accounts managed | 1,947 |
| Employees | 16 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-62848) |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 115645 |