Scott Marsh Financial, LLC

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Client assets under management

$306,612,866

Clients

253

37% high-net worth

Advisors

of 10 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

127

Very High

Average account size

$1,211,909

About

Scott Marsh Financial, LLC provides portfolio management alongside tax advisory and individual tax return preparation, real estate advice and property management, plus retirement, estate planning and business consulting for individuals, high‑net‑worth clients, companies and trusts. Like many supported firms, it serves both non‑HNW and high‑net‑worth individual clients as well as institutional-type entities such as trusts and companies.

The firm’s investment process emphasizes asset allocation first and fund selection second, employing no‑load mutual funds and ETFs across multiple model portfolios with discretionary rebalancing, a minimum three‑year decision horizon, and the use of scenario analysis and “fat‑pitch” valuation shifts. In addition to seven model portfolios, Scott Marsh Financial offers a concentrated 40–50 stock strategy focused on U.S. demographic themes and flags tax‑inefficient funds for taxable clients while proposing tax‑efficient alternatives.

Distinctive features include the combination of investment management with in‑house tax return services and hands‑on real estate property management, services that are less common among similarly sized advisory firms. The firm also describes a detailed fund research process—performance screens, manager questionnaires, interviews and site visits—and uses a third‑party technology platform for reporting and billing while custodial arrangements remain with an independent custodian.

Client services

Financial planning Portfolio management

Expertise

Income planning General retirement planning General tax planning Real estate investing

Fee options

Percentage

$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.0% $3,000,000 - $4,999,999: 0.75% $5,000,000 - Up: 0.5%

Main office location

Scott Marsh Financial, LLC

Salt Lake City UT, United States

Number of offices

Most active in

California · Texas · Utah

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 801-272-4677

Advisors at this firm

Landon M

Series 65

Peoria, AZ

Scott Marsh Financial, LLC

Landon Marsh is a financial advisor at Scott Marsh Financial, LLC with a Series 65 designation and over eight years of industry experience. His prior work includes roles at Ernst & Young, Jones Simkins, and Alterdomus. Scott Marsh Financial serves individuals, companies, and trusts by providing portfolio management alongside tax services, real estate advice and property management, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and uses diversified mutual funds and ETFs across multiple model portfolios, with additional strategies including concentrated individual-stock selections.

Income planning General retirement planning General tax planning Real estate investing

Scott M

ChFC®, Series 63, Series 65

Salt Lake City, UT

Scott Marsh Financial, LLC

Scott Marsh is the principal of Scott Marsh Financial, LLC in Salt Lake City, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has been involved with Intermountain Financial Services, Inc. since 1995. Additionally, he owns and consults for The Professional Education Institute, which provides education, tax preparation, and planning services. Scott Marsh Financial, LLC offers portfolio management to individuals, companies, and trusts, supplementing investment services with tax advice, real estate guidance, and comprehensive financial planning. The firm’s investment approach prioritizes asset allocation and employs diversified mutual funds and ETFs across multiple model portfolios, also offering a concentrated strategy focused on individual U.S. stocks.

Income planning General retirement planning General tax planning Real estate investing

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