Martin, Marcus fees and pricing
Financial planner in Crested Butte, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Martin, Marcus charges $325 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“Martin charges an hourly rate of $325 for services for new clients.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Martin, Marcus bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Martin’s hourly fee is negotiable and may be discounted at his discretion.”
- “Martin invoices his clients after delivery of the financial advice.”
- “The fee is invoiced in arrears and is due net 30 days after the invoice date.”
How Martin, Marcus’ fees compare
- Its hourly rate of $325 is above the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 2 other planners in Crested Butte that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Martin, Marcus
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 30
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 324581
- Phone
- (303) 819-7342
Other planners in Crested Butte that publish fees
- Pulliam Family Office, LLCCrested Butte$675/hr, $45,000
- Rising Femme WealthCrested Butte$400/hr, Up to $8,000
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
Is something on this page wrong or out of date?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.