Sasha
Stewart
Marmo Financial Group, LLC
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About this Advisor
Sasha Stewart is a certified financial planner operating in Johnson City, Tennessee. Stewart is an advisor for Marmo Financial Group, LLC. During their career, Stewart has held roles at Wealthwise, Inc Dba Worthwhile Wealth Council and Marmo Financial Group, LLC. Stewart is registered to serve investors in Tennessee. Marmo Financial Group, LLC is a registered investment firm that has its headquarters in Johnson City, TN. It manages $199 million in assets between its 1,654 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,654 client accounts, just 9% are held by high-net-worth individuals who have at least $1 million in assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management largely vary depending on which services the firm provides the client. Fees billed by Marmo Financial Group, LLC likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marmo Financial Group, LLC Brokerage Details
$198,859,879
9
1,654
$120,230
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Sasha Stewart Work History
Sasha has been registered as a financial advisor for 0 years.*
Marmo Financial Group, LLC
Wealthwise, Inc Dba Worthwhile Wealth Council
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sasha Stewart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Marmo Financial Group, LLC
Johnson City, TN
Johnson City, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
