Marissa Grace Beyer
Investment adviser representative at Fidato Wealth LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$510.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Fidato Wealth LLCAug 2020 to now
- True Wealth Design, LLCJul 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Fidato Wealth LLC
$510.8MAssets managed
303Clients
7Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5003332
- Firm CRD
- 158173