PlannerFees

Marquis Wealth Management Group fees and pricing

Financial planner in Fort Myers, Florida. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 23, 2026, Marquis Wealth Management Group charges $150⁠-⁠$400 an hour, a quarterly fee of $375⁠-⁠$625, and an annual fee of $1,500⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$400/hr
“Registrant’s planning and consulting fees are negotiable, but generally range from $150 to $400 on an hourly rate basis for professional time and $90 to $180 on an hourly basis for administrative time, depending upon the level and scope of the service(s) required and the person(s) rendering the service(s).”
Quarterly fee
$375⁠-⁠$625/qtr
“The Registrant also requires a minimum fee of $1,500 annually, or $375 per quarter, when a client has less than $500,000 of assets under management, or $2,500 annually, or $625 per quarter, when a client has $500,000 or more of assets under management.”
Annual fee
$1,500⁠-⁠$2,500/yr

From the same sentence as above.

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

How Marquis Wealth Management Group bills

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

  • “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
  • “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
  • “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Marquis Wealth Management Group’s fees compare

  • Its hourly rate of $150-$400 spans the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
  • 1 of the 4 other planners in Fort Myers that publish an hourly rate charge less.
  • Its annual fee of $1,500-$2,500 is below the Florida median of $4,800. 24% of the 97 other Florida planners that publish an annual fee charge less.

About Marquis Wealth Management Group

“The client can determine to engage the Registrant to provide discretionary and / or nondiscretionary investment advisory services and, to the extent specifically requested by the client, financial planning and consulting services on a fee basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 9 employees.
  • Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Estate planning

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
1.5% a year
Clients
301
Employees
9
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, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed
$489,223,767
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
116604
Website
marquiswealthgroup.com (opens in new tab)
Phone
(239) 454-1117

Can advise clients in 5 states: Florida, Louisiana, Michigan, North Carolina, Texas

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