John Patten
MAR Wealth Management Services · West Palm Beach, Florida
John Patten is a fee-only financial advisor at MAR Wealth Management Services in West Palm Beach, Florida. MAR Wealth Management Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | MAR Wealth Management Services |
|---|---|
| Based in | West Palm Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $125.1M across 133 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2700375 |
| Exams passed | Series 63 (1996) · Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.marwealthmanagement.com |
How John's firm compares
- MAR Wealth Management Services's average account is about $941,000, from its Form ADV (assets managed divided by 133 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Patten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and MAR Wealth Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, MAR Wealth Management Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Patten based?
John Patten is based in West Palm Beach, Florida.
Is John Patten registered with the SEC?
Yes. John Patten is registered as an investment adviser representative in FL (CRD 2700375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MAR Wealth Management Services manage?
MAR Wealth Management Services reports $125.1M across 133 accounts in assets under management.
How do I contact John Patten?
Through John's website, www.marwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.