Mari Legacy Group, LLC fees and pricing

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

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$20,000

“Flat fees will not exceed $20,000.”

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

How Mari Legacy Group, LLC bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Mari Legacy Group, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Calabasas that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the California median of $5,000. 91% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Calabasas that publish a flat or project fee charge less.

About Mari Legacy Group, LLC

• Principal: The PMG
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

2% a year

Clients

22

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$29,871,253

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325087

Phone

(818) 923-2022

Other planners in Calabasas that publish fees

• Ares Financial Consulting LLCCalabasas$500/hr, $25⁠-⁠$250/qtr
• Fidela WealthCalabasas$300/hr
• Krane Financial SolutionsCalabasas$200⁠-⁠$1,000/hr, $500⁠-⁠$40,000
• Morton WealthCalabasas$350/hr, $6,000
• Triagen Wealth Management LLCCalabasas$3,600/yr

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