Marki Financial Services, LLC fees

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2026. Fees can change.

Hourly rate

$100⁠-$300/hr

Runs from below the California median of $300 up to it.

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $100 and $300.”

Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.

Adviser record on IAPD (opens in new tab)

At a glance

Also charges a % of assets

Yes

Minimum

None stated in the brochure

Team size

Solo practice (one employee)

Registered since

2011 (15 years)

How Marki Financial Services, LLC bills

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

• “Fees are paid quarterly in arrears, and clients may terminate their contracts with ninety days’ written notice.”
• “Because fees are charged in arrears, no refund policy is necessary.”
• “Fees are paid in arrears upon completion.”

Firm details from Form ADV

How the firm is paid

Hourly fees and a percentage of assets under management

Clients

23

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$53.4 million

Registered with

State securities regulators

Disciplinary disclosures

None reported on Form ADV as of October 21, 2026

CRD number

156404 (opens in new tab)

Phone

(818) 561-1966

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