Marina Wealth Advisors fees and pricing
Financial planner in Los Angeles, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Marina Wealth Advisors charges $1,000 an hour, a monthly fee of $99-$5,000, and a quarterly fee of $297-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“We provide project-based financial planning at the rate of $1,000 per hour.”
- Monthly fee
- $99-$5,000/mo
“For Clients paying monthly, the fee is $99-$5,000 per month.”
- Quarterly fee
- $297-$15,000/qtr
“For Clients paying quarterly, the fee is $297-$15,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marina Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, prorated and paid in arrears after the billing period ends on a monthly or quarterly basis.”
- “Fees are directly debited from Client accounts or billed to the Client for payment via check or electronic funds transfer.”
- “Accounts initiated or terminated during a billing cycle can be charged a prorated fee based on the amount of time remaining in the billing period.”
How Marina Wealth Advisors’ fees compare
- Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
- 33 of the 35 other planners in Los Angeles that publish an hourly rate charge less.
About Marina Wealth Advisors
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 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
- 2% a year
- Clients
- 17
- Employees
- 2
- 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
- $36,292,393
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311567
- Phone
- (310) 817-0744
Other planners in Los Angeles that publish fees
- Ades Investment Counsel, Inc.Los Angeles$300/hr, $300-$5,000
- Aqua Capital AdvisorsLos Angeles$5,000-$10,000
- Bates Wealth Management, LLCLos Angeles$250/hr
- Blackacre WealthLos Angeles$400/hr, $2,500-$25,000
- Blacklines FinancialLos Angeles$5,000/yr
- Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500-$6,500
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.