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Q&A: How will I pay for your financial planning services? How much do you typically charge?
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It is relatively easy for fee-only fiduciaries to answer the question “How much do you charge?” The only fee they collect is the fee that the client directly pays them.

Your Commission-Based Advisor May Not Even Know What Fees You Are Paying
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The majority of the industry many not even believe that there is a better way. But you deserve better.

Q&A: Does a Power of Attorney Agent Have a Fiduciary Duty?
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A reader asks, “As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?”

Which Index Best Represents The Markets?
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Any decision to differ from the cap-weighted global default is a choice.

Information Asymmetry or Why You Need a Fee-Only Advisor
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Incentives matter. If you are going to get a financial advisor, you need to select a fee-only advisor because you need to find an advisor you can trust.

Q&A: Will you be the only financial planner working with me?
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At Marotta Wealth Management, we believe that a team collaborating on your behalf provides you with better service.

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Our goal is to help our clients meet theirs.

Marotta Wealth Management is a team of fee-only fiduciary advisors who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service and comprehensive financial advice.

Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.

If you have at least $1.5 million in investable assets and want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.

You can also read our ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.

 

Get Started as a Client See Our Whole Team


 

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