Aaron Lieberman
Marathon Wealth Management, Inc. · Melville, New York
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.
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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 | $20M across 60 accounts |
| Credentials | CDFA · CFP |
| Firm size | 1 employee |
How Aaron's firm compares
- Marathon Wealth Management, Inc.'s average account is about $333,000, from its Form ADV (assets managed divided by 60 accounts).
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Questions about Aaron
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..
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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