Marienplatz Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$650/hr

“FINANCIAL CONSULTING SERVICES Financial consulting services are billed at a rate of $650 per hour and have a minimum annual fee of $5,000.”

Annual fee

$5,000/yr

From the same sentence as above.

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

How Marienplatz Wealth Management LLC bills

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

• “Fees for financial planning and other consulting services are negotiable if the client has an investment advisory relationship with the firm.”
• “The management fee is billed monthly, at the end of the month.”
• “If the initial amount paid has been exceeded for the work already performed at the hourly rate, the client will pay the remaining earned fees to MWM for the work that has been done, billed at a rate of $650 per hour.”

How Marienplatz Wealth Management LLC’s fees compare

• Its hourly rate of $650 is above the Texas median of $275. 96% of the 468 other Texas planners that publish an hourly rate charge less.
• 14 of the 15 other planners in Plano that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the Texas median of $6,000. 38% of the 106 other Texas planners that publish an annual fee charge less.
• 2 of the 4 other planners in Plano that publish an annual fee charge less.

About Marienplatz Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning

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% a year

Minimum

$5,000 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,673,178

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289049

Website

marienplatzwealth.com (opens in new tab)

Phone

(469) 277-8639

Other planners in Plano that publish fees

• Astra Wealth Management GroupPlano$750/hr
• BDJ Wealth Management LLCPlano$15,000/yr
• Crescent Investment Solutions LLCPlano$500/yr
• Crestway Advisory GroupPlano$300/hr
• Gordon Oak Financial, LLCPlano$5,000⁠-⁠$10,000
• Insight Wealth PartnersPlano$2,500

Compare all 39 planners in Plano