Marin Wealth Advisors LLC fees and pricing
Financial planner in San Rafael, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 25, 2026, Marin Wealth Advisors LLC charges a flat or project fee of $7,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,000-$20,000
“Marin Wealth Advisors LLC charges a fixed fee ranging from $7,000 to $20,000 for comprehensive or modular financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marin Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the discretion of Marin Wealth Advisors LLC.”
- “Marin Wealth Advisors LLC bills clients directly for financial planning services.”
- “Clients are responsible for paying the invoiced fee directly to Marin Wealth Advisors LLC in accordance with the terms of the financial planning agreement.”
How Marin Wealth Advisors LLC’s fees compare
- Its flat or project fee of $7,000-$20,000 is above the California median of $5,000. 87% of the 796 other California planners that publish a flat or project fee charge less.
- 11 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
About Marin Wealth Advisors LLC
“As a fee-only Financial Advisor, Marin Wealth Advisors LLC’s efforts focus on the management of investment portfolios and finding the best stocks, bonds, mutual funds, REITs, and exchangetraded funds for its clients, according to Client’s individual investment policy.”
- Firm size: 5 employees.
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- 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
- 94
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $76,133,785
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123237
- Phone
- (415) 458-5880
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr
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.