Marc Lieberman
Shorepine Wealth Management · Tiburon, California
Marc Lieberman is a fee-only financial advisor at Shorepine Wealth Management in Tiburon, California, who holds the CFA credential. Shorepine Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Shorepine Wealth Management |
|---|---|
| Based in | Tiburon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $70.8M across 212 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, LA · CRD 2809763 |
| Exams passed | Series 63 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shorepinewealth.com |
| Profile |
How Marc's firm compares
- Shorepine Wealth Management's average account is about $334,000, from its Form ADV (assets managed divided by 212 accounts).
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Questions about Marc
Is Marc Lieberman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Shorepine Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Shorepine Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marc Lieberman based?
Marc Lieberman is based in Tiburon, California.
What credentials does Marc Lieberman hold?
Marc Lieberman holds the CFA credential.
Is Marc Lieberman registered with the SEC?
Yes. Marc Lieberman is registered as an investment adviser representative in CA and LA (CRD 2809763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Shorepine Wealth Management manage?
Shorepine Wealth Management reports $70.8M across 212 accounts in assets under management.
How do I contact Marc Lieberman?
Through Marc's website, www.shorepinewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Tiburon
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.
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