Marrone Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fee/Project-Based Financial Planning Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$5,000

“The fee is a flat fee that starts at $5,000 and is based on complexity.”

Annual fee

$2,400/yr

“The minimum annual fee for the 12 month financial planning engagement is $2,400.”

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

How Marrone Wealth Management bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer, debit card, credit card, or check.”
• “For fees paid by electronic funds transfer, debit card or credit card, we use an independent third party payment processor in which the client can securely input their banking information and pay their fee.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Marrone Wealth Management’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 6 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 17 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $2,400 is below the New York median of $6,250. 13% of the 80 other New York planners that publish an annual fee charge less.
• 3 of the 22 other planners in New York that publish an annual fee charge less.

About Marrone Wealth Management

• Principal: Christopher Marrone
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

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

Minimum

$2,400 minimum fee (stated in brochure)

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,588,631

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317011

Website

marronewealthmanagement.com (opens in new tab)

Phone

(646) 713-0500

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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