Marks Group Wealth Management, Inc. fees and pricing
Financial planner in Minnetonka, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Marks Group Wealth Management, Inc. charges an annual fee of $10,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000-$100,000/yr
“The fees are negotiable, but generally range from $10,000 to $100,000 annually depending upon the level and scope of the services and the professional rendering the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Marks Group Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Consulting fees are generally charged quarterly, in arrears.”
- “Clients’ fees payable to MGWM are not impacted by MGWM’s determination to utilize a sub-adviser, such as ROCL (but, clients’ overall advisory fees may be impacted by relationships with other investment advisers, including Independent Managers).”
How Marks Group Wealth Management, Inc.’s fees compare
- Its annual fee of $10,000-$100,000 is above the Minnesota median of $8,050. 98% of the 49 other Minnesota planners that publish an annual fee charge less.
About Marks Group Wealth Management, Inc.
- Firm size: 14 employees.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Estate planning
- Cash flow and budgeting
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
- 2% a year
- Clients
- 782
- Employees
- 14
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $2,017,276,019
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148679
- Phone
- (952) 582-6100
Can advise clients in 16 states: Alabama, Arizona, California, Florida, Iowa, Illinois, Indiana, Louisiana, Minnesota, Missouri, North Dakota, Nebraska, New York, South Dakota, Texas, Wisconsin
Other planners in Minnetonka that publish fees
- Bluestem Wealth Partners, LLCMinnetonka$300-$20,000
- Duval Investment GroupMinnetonka$175/hr, $2,500/qtr
- E-Wealth PartnersMinnetonka$200-$800/hr, $5,000/yr
- Fidere AdvisorsMinnetonka$100/hr, $5,000
- Lundeen Abrams Advisors, LLCMinnetonka$1,000-$5,000
- Navista Wealth Management, Inc.Minnetonka$75-$350/hr, $200-$5,000
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.