Marion Wealth Management 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.

Monthly fee

$350/mo

“As explained above, our minimum fee is $350 a month and is based on the scope and complexity of the engagement.”

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

How Marion Wealth Management bills

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

• “Fees may be negotiable, and we reserve the right to decline situations that are not considered complicated enough to warrant our minimum fee.”

About Marion Wealth Management

• Firm size: 6 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

Minimum

$350 minimum fee (stated in brochure)

Clients

456

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$543,432,308

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

315730

Website

twitter.com/MarionWmg (opens in new tab)

Phone

(412) 372-3849

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Louisiana, Maryland, North Carolina, New York, Ohio, Pennsylvania, Texas, Virginia

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