PlannerFees

Marin Financial Group fees and pricing

Financial planner in Katy, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 11, 2025, Marin Financial Group charges a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 11, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500
“Accounts less than $100,000 will incur a one-time fee of $500 for financial planning.”

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

How Marin Financial Group bills

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

  • “Fees will be calculated using the balance at the end of the previous quarter and paid in advance for the next quarter for all accounts held at Pershing.”
  • “Accounts held at SEI will have fees billed in arrears at the end of each quarter using the same method as above for Pershing.”
  • “Should a client or the advisor choose to terminate the relationship prior to the end of the billing period, Client shall be entitled to a refund of fees not earned on a pro-rata basis determined by the number of business days remaining in the billing period.”

How Marin Financial Group’s fees compare

  • Its flat or project fee of $500 is below the Texas median of $3,850. 3% of the 401 other Texas planners that publish a flat or project fee charge less.

About Marin Financial Group

“Services include Financial Planning, Management of Investment Accounts, Cash flow planning, asset allocation based on individual circumstances, and we offer referrals to other professionals in the matters of accounting and estate planning. 1. Marin Financial Group offers financial planning to individuals and families.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Michael D. Marin
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2004 (22 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1.5% a year
Clients
7
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$4,800,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
288327
Phone
(614) 580-8911

Can advise clients in 2 states: Ohio, Texas

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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.