Marmo Financial Group, LLC

Marmo Financial Group, LLC, based in Johnson City, TN, is a registered investment adviser specializing in providing investment advisory services since 04/01/2007. The firm is owned by Scott A. Marmo and manages assets on a discretionary basis totaling $248,739,064 as of December 31, 2024. Marmo Financial Group primarily advises on Mutual Funds & Exchange Traded Funds (ETFs) and offers financial planning services covering areas such as estate planning, retirement planning, and investment portfolio design. The firm charges annual management fees based on a tiered schedule, starting at 1.50% for the first $250,000 of assets under management. Clients may also opt for financial planning services at hourly rates ranging from $150 to $250. Marmo Financial Group acts as a fiduciary and provides comprehensive consulting services to employer-sponsored retirement plans, including investment analysis, selection, and ongoing monitoring of plan investments. The firm may receive economic benefits from Charles Schwab & Co., Inc., the custodian of client accounts, in the form of support products and services. Clients' assets are held with a qualified custodian, and the firm does not vote proxies related to client securities. Marmo Financial Group reviews managed portfolios quarterly and may aggregate trades for multiple client accounts. The firm does not generally allow directed brokerage accounts and does not vote proxies related to client securities.