Marotta Wealth Management, Inc. fees and pricing
Financial planner in Charlottesville, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated October 1, 2026, Marotta Wealth Management, Inc. charges $500 an hour and a quarterly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Although we recommend an ongoing relationship, as time permits, we may on occasion offer some services for a fixed fee or a rate of $500 per hour for clients without managed accounts.”
- Quarterly fee
- $1,000/qtr
“Our minimum fee for "Collaborative" services is $1,000 per quarter or $400,000 in assets under management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marotta Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you drop our services in the middle of the quarter, you will receive a prorated refund of fees paid for the number of days remaining in the quarter.”
How Marotta Wealth Management, Inc.’s fees compare
- Its hourly rate of $500 is above the Virginia median of $260. 92% of the 203 other Virginia planners that publish an hourly rate charge less.
- 3 of the 4 other planners in Charlottesville that publish an hourly rate charge less.
About Marotta Wealth Management, Inc.
“We offer a holistic and integrated approach to your finances including investment management, retirement planning, tax planning, education planning, business ownership concerns, intergenerational support, and estate management.”
- Firm size: 16 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.4% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 354
- Employees
- 16
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $686,035,648
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115645
- Phone
- (434) 244-0000
Can advise clients in 22 states: Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin
Other planners in Charlottesville that publish fees
- Aria Wealth PartnersCharlottesville$2,500-$10,000
- Broadpark Advisors, LLCCharlottesville$250/hr, $300
- High Top Growth PartnersCharlottesville$500/hr, $10,000
- Miller Asset Solutions LLCCharlottesville$1,000/yr
- Nicolette Financial Advisors LLCCharlottesville$150-$200/hr, $150/qtr
- Rede Wealth, LLCCharlottesvilleUp to $10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.