Marathon Strategic Advisors, LLC fees
Financial planner in Pittsburgh, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 10, 2026, Marathon Strategic Advisors, LLC (Pittsburgh, PA) charges $150-$300 an hour and a flat or project fee of $1,500-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 10, 2026. Fees can change.
- Hourly rate
- $150-
$300/hr Runs from below the Pennsylvania median of $250 to above it.
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour.”
- Flat or project fee
- $1,500-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $1500 to $5,000, depending on the specific arrangement reached with the client.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- 2 employees
How Marathon Strategic Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may request a deposit upon completion of our initial fact-finding session with the client; however, advance payment will never exceed $1,200 for work that will not be completed within three months.”
- “The balance is due upon completion of the plan.”
- “The client is billed quarterly in arrears based on actual hours accrued.”
About Marathon Strategic Advisors, LLC
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 195
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $183 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of September 10, 2026
- CRD number
- 117108 (opens in new tab)
- Phone
- (740) 282-5198
Registered or notice filed in 9 states: Florida, Maryland, New Hampshire, North Carolina, Ohio, Pennsylvania, Texas, Virginia, West Virginia
Other planners in Pittsburgh that publish fees
- Rockcliff Capital, LLCPittsburghHourly $500/hr, Flat $5,000-$50,000
- Franklin Madison Private WealthPittsburghMonthly $250-$2,000/mo
- Emerick Financial Planning, LLCPittsburghHourly $120-$360/hr, Flat $500-$10,000
- MedWealth AdvisorsPittsburghMonthly $450/mo
- A. Neff Associates LLCPittsburghHourly $150/hr
- Kramer Fiduciary ServicesPittsburghHourly $125/hr 2013 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.