Marrick Wealth fees and pricing

Financial planner in Irvine, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 29, 2026, Marrick Wealth charges $175⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $175⁠-⁠$500/hr; “Fees for one-time financial planning services are offered on an hourly basis ranging from $175 to $500 per hour.”

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

“Fees may be negotiable at the sole discretion of the Advisor.”
“Certain clients will be billed according to legacy fee schedules pursuant to the executed advisory agreement.”
“Financial planning fees are negotiable at the sole discretion of the Advisor.”

Its hourly rate of $175-$500 spans the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
17 of the 30 other planners in Irvine that publish an hourly rate charge less.

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% a year
Clients: 89
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $215,567,832
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 164758
Website: marrickwealth.com (opens in new tab)
Phone: (949) 258-9700

Can advise clients in 2 states: California, Texas

Is something on this page wrong or out of date?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.