Advisor at SMP Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Falls Church, VA
Credentials
CFP®, Series 63, Series 66
Industry experience
27 years
Scott Marx is a CFP® professional with 27 years of industry experience. He has worked at TIAA-CREF from 2010 to 2022 before joining SMP Financial Planning, LLC in 2022. Marx holds Series 63 and Series 66 licenses and is based in Falls Church, VA. SMP Financial Planning, LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored 401(k) plans. The firm offers discretionary portfolio management and consulting services, utilizing a mix of fundamental and technical analysis tailored to client goals and risk tolerance.
Fixed fees for longer-term consulting projects range from $1,000 to $10,000 per project, based on estimated time of completion.
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.40% annually
$150 to $500 per hour, depending on negotiation with Client.
Account minimum: No minimum relationship size Fee-only: Hourly fees range from $150 to $500 per hour, negotiated with Client; Fixed fees range from $1,000 to $10,000 per project.
Falls Church, VA
District of Columbia · Maryland · Virginia
SMP Financial Planning, LLC
2022 - Present (4 years)
UnEmployed
2022 - 2022 (1 year)
TIAA-CREF
2010 - 2022 (12 years)
Tiaa
2010 - 2022 (12 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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