Mar Wealth Management Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Clients may terminate their contracts without penalty within five business days of signing the advisory contract. 3 Hourly Fees The hourly fee for these services is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $1,000 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mar Wealth Management Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are paid monthly in advance, and clients may terminate their contracts with thirty days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a month at the point of termination.”
• “The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the month up to and including the day of termination.”

How Mar Wealth Management Services, LLC’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 8 other planners in West Palm Beach that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Florida median of $4,900. 61% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 6 other planners in West Palm Beach that publish a flat or project fee charge less.

About Mar Wealth Management Services, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

46

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$125,115,200

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

167335

Website

marwealthmanagement.com (opens in new tab)

Phone

(800) 708-6285

Can advise clients in 2 states: Florida, Texas

Other planners in West Palm Beach that publish fees

• Agnello Financial Group, Inc.West Palm Beach$250/hr
• Anchor Wealth Management Group LLCWest Palm Beach$450/hr, $3,500
• Blue Marlin Advisors, LLCWest Palm Beach$400⁠-⁠$500, $200⁠-⁠$350/mo
• Blue Ocean CapitalWest Palm Beach$100⁠-⁠$300/hr
• Capital Asset Management Group, Inc.West Palm Beach$300/hr
• FacetWest Palm Beach$2,600⁠-⁠$10,000/yr

Compare all 21 planners in West Palm Beach