Marian Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Hourly and Flat Fee Services MarianFS charges $250 per hour fee or a flat fee for assisting clients with client requested services.”

Annual fee

$1,200⁠-⁠$2,400/yr

“The fee for this ranges between $1,200 and $2,400 per year, payable quarterly.”

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

How Marian Financial Services, Inc. bills

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

• “As an alternative, we can bill you quarterly directly via invoice.”
• “We accept Square® payments, or checks made payable to our firm.”
• “Hourly services are billed via Square® invoice upon completion of the services requested.”

How Marian Financial Services, Inc.’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.
• Its annual fee of $1,200-$2,400 is below the Florida median of $4,800. 22% of the 97 other Florida planners that publish an annual fee charge less.

About Marian Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2008 (18 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

Highest asset based fee in brochure

1.25% a year

Clients

31

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$13,887,660

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

141456

Website

marianfs.com (opens in new tab)

Phone

(904) 460-2700

Can advise clients in 4 states: California, Florida, Louisiana, Texas

Other planners in Florida that publish fees

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• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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