Marietta Wealth Management, LLC

Marietta Wealth Management, LLC is a fee-only investment advisor established in October 2015 and registered with the SEC. The firm offers wealth management, financial planning, retirement plan consulting, and general consulting services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities. The firm's assets under management totaled approximately $974 million as of December 31, 2024, with $463 million in assets under advisement. For the Wealth Management Program, fees are tiered based on portfolio value, ranging from 0.50% to 1.00%, with a minimum annual fee requirement of $5,000. Financial Planning Service fees are negotiable and typically range from $0 to $10,000, with an hourly consulting fee not exceeding $350. Retirement Plan Service fees are based on included assets and range from 1.00% to 1.10%, with a minimum annual fee requirement of $5,000. The firm operates under a fiduciary duty, acting in the best interests of clients. Investment discretion is provided to clients, allowing the firm to determine securities and amounts to be bought or sold without specific consent. The firm does not charge performance-based fees and does not vote client securities proxies. The firm's investment strategies are based on client financial goals and objectives, utilizing various investments such as mutual funds, ETFs, REITs, and fixed-income instruments. The firm's professionals hold certifications such as CFP®, CFA, and CPA, ensuring a high level of expertise in financial planning and analysis. Clients can access detailed information about each professional's background, certifications, and potential conflicts of interest in the brochure supplements provided.