Greg Taylor Vairo
Investment adviser representative at Marotta Wealth Management, Inc.
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$686MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Marotta Wealth Management, Inc.Jun 2021 to now
- Obsidian Planning SolutionsJun 2020 to Aug 2020
- AXA AdvisorsFeb 2020 to Feb 2020
- Panda ExpressMay 2019 to Aug 2019
- Texas RoadhouseMay 2018 to Aug 2018
- Virginia Tech Dining ServicesJan 2018 to Apr 2018
- Virginia TechSep 2017 to May 2021
- SchoolSep 2005 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Marotta Wealth Management, Inc.
Legal name: Marotta Asset Management, Inc.
$686MAssets managed
366Clients
9Advisers
22 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
- 7265104
- Firm CRD
- 115645