Marathon Wealth Management, LLC fees and pricing
Financial planner in Medina, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 28, 2026, Marathon Wealth Management, LLC charges $250 an hour, a flat or project fee of $3,000-$5,000, and a monthly fee of $250-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“(Fee based on 12-20 hours of work @ $250.00/hr.) $500.00 of the fee will be due at the beginning of the engagement and the remainder is due upon delivery of the financial plan.”
- Flat or project fee
- $3,000-$5,000
“The fee for development of a comprehensive financial plan will range between $3000.00 to $5000.00 depending on the complexity of the Client’s financial situation.”
- Monthly fee
- $250-$500/mo
“Ongoing Financial Planning consists of an ongoing flat fee that is paid monthly, in arrears, at a rate between $250 and $500 per month, (1-2 hours @ $250.00/hr.), based on the Client’s financial complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marathon Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Please review the fee and compensation information below. 7 Ongoing Investment Management & Financial Planning Service The annual fees are negotiable and are prorated and paid in arrears on a quarterly basis.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based upon the days the account was open during the billing period.”
- “An account may be terminated with written notice or by phone or email at least 30 calendar days in advance.”
How Marathon Wealth Management, LLC’s fees compare
- Its hourly rate of $250 is below the Washington median of $300. 23% of the 216 other Washington planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 spans the Washington median of $3,250. 58% of the 103 other Washington planners that publish a flat or project fee charge less.
About Marathon Wealth Management, LLC
“Marathon Wealth Management LLC is an Investment Advisory firm providing investment advisory services to individuals, high net worth individuals, trusts and estates. In addition, we will provide Ongoing Financial Planning services.”
- Principal: Melinda Satterlee
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 years).
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
- Clients
- 27
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $20,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309337
- Phone
- (425) 890-5081
Other planners in Washington that publish fees
- 2020 Financial Planning LLCSeattle$300/hr, $2,500
- A5 Financial LLCBothell$250/hr
- Abacus Financial PlanningKirkland$450/hr
- Adair Wealth ManagementBellevue$2,500
- Advisia Financial PlanningBellevue$350/hr, $2,800
- Aksum Wealth, LLCLynnwood$150/hr
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.