# Aaron Lieberman

> Aaron Lieberman is a fee-only financial advisor at Marathon Wealth Management, Inc. in Melville, New York, who holds the CDFA and CFP credentials. Marathon Wealth Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-lieberman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Marathon Wealth Management, Inc.
- **Based in:** Melville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $20M across 60 accounts
- **Credentials:** CDFA, CFP
- **Firm size:** 1 employee

## Frequently asked questions

### Is Aaron Lieberman a fee-only financial advisor?

Yes. Aaron Lieberman is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Aaron charge for financial advice?

Aaron's firm, Marathon Wealth Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Aaron Lieberman based?

Aaron Lieberman is based in Melville, New York.

### What credentials does Aaron Lieberman hold?

Aaron Lieberman holds the CDFA and CFP credentials.

### How much does Marathon Wealth Management, Inc. manage?

Marathon Wealth Management, Inc. reports $20M across 60 accounts in assets under management.

### How do I contact Aaron Lieberman?

Contact details aren't on file yet. Search for Marathon Wealth Management, Inc..

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46480): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.