Marcus Maurer
Prospero Wealth · Seattle, Washington
Marcus Maurer is a fee-only financial advisor at Prospero Wealth in Seattle, Washington. Prospero Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Prospero Wealth |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110.6M across 304 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5069858 |
| Exams passed | Series 65 (2017) · Series 66 (2006) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | concentratedwealth.substack.com |
How Marcus's firm compares
- Prospero Wealth's average account is about $364,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about Marcus
Is Marcus Maurer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Prospero Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marcus charge for financial advice?
Marcus's firm, Prospero Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Marcus Maurer based?
Marcus Maurer is based in Seattle, Washington.
Is Marcus Maurer registered with the SEC?
Yes. Marcus Maurer is registered as an investment adviser representative in WA (CRD 5069858), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prospero Wealth manage?
Prospero Wealth reports $110.6M across 304 accounts in assets under management.
How do I contact Marcus Maurer?
Through Marcus's website, concentratedwealth.substack.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.
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