Marian Investor Coaching, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“The hourly fee is $150 per hour.”

Flat or project fee

$250⁠-⁠$500

“Portfolio MRI® Services Each prospective client referred to Matson Money, Inc. has a Portfolio MRI® prepared for them for a one-time flat fee which ranges from $250.00 to $500.00.”

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

How Marian Investor Coaching, Inc. bills

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

• “This fee is charged to all prospective clients of Matson Money, Inc. unless reduced or waived and is negotiable within this range of $250.00 to $500.00.”
• “Clients may terminate their Portfolio MRI® fee without penalty, for full refund, within five business days of signing the Investment Advisory Contract.”
• “After five business days, no refund will be paid for the Portfolio MRI®.”

How Marian Investor Coaching, Inc.’s fees compare

• Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
• None of the 2 other planners in Greenwood that publish an hourly rate charge less.
• Its flat or project fee of $250-$500 is below the Indiana median of $5,000. None of the 84 other Indiana planners that publish a flat or project fee charge less.

About Marian Investor Coaching, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2010 (16 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

Employees

3

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

152951

Website

marianinvestor.com (opens in new tab)

Phone

(317) 888-9465

Can advise clients in 3 states: Florida, Indiana, Ohio

Other planners in Greenwood that publish fees

• Benham Advisory GroupGreenwood$300/hr
• Helping Hand Financial, LLCGreenwood$350/hr, $1,000⁠-⁠$6,000/yr
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000
• Allstreet WealthWestfield$750/hr

Compare all 5 planners in Greenwood