Marathon Wealth Incorporated fees and pricing

Financial planner in Suwanee, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Marathon Wealth Incorporated charges $150⁠-⁠$300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$300/hr; “Hourly fees range from $150 to $300 per hour.”

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

“Fixed fees are negotiated in advance and are based on hourly fees and the estimated time required for the service.”
“Portfolio management fees are generally payable quarterly, in advance.”
“If management begins after the start of a quarter, fees will be prorated accordingly.”

Its hourly rate of $150-$300 spans the Georgia median of $250. 25% of the 169 other Georgia planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: No minimum stated in brochure
Clients: 53
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,430,334
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 292973
Website: mymarathonwealth.com (opens in new tab)
Phone: (770) 402-5367

Is something on this page wrong or out of date?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.