# Marianne Nolte

> Marianne Nolte is a fee-only financial advisor at Imagine Financial Services in Lake Havasu City, Arizona, who holds the CFP credential. Marianne charges a percentage of assets and a one-time planning fee (a $300,000 asset minimum) and focuses on retirement planning and tax planning.

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

## Facts

- **Firm:** Imagine Financial Services
- **Based in:** Lake Havasu City, Arizona
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** a $300,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13.0M across 103 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6368554 (https://adviserinfo.sec.gov/individual/summary/6368554)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 63 (2015), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://imaginefinancialservices.com

## Frequently asked questions

### Is Marianne Nolte a fee-only financial advisor?

Yes. Marianne Nolte is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Marianne's firm.

### How does Marianne charge for financial advice?

Marianne charges a percentage of assets and a one-time planning fee.

### How much does Marianne charge?

According to Imagine Financial Services's website, checked October 28, 2026: a $300,000 asset minimum.

### Does Marianne work with clients virtually?

Yes. Imagine Financial Services says on its website that it works with clients remotely.

### Where is Marianne Nolte based?

Marianne Nolte is based in Lake Havasu City, Arizona.

### What does Marianne specialize in?

Marianne's specialties include retirement planning and tax planning. Marianne works with retirees and pre-retirees.

### What credentials does Marianne Nolte hold?

Marianne Nolte holds the CFP credential.

### Is Marianne Nolte registered with the SEC?

Yes. Marianne Nolte is registered as an investment adviser representative in AZ, CA and TX (CRD 6368554), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Imagine Financial Services manage?

Imagine Financial Services reports $13.0M across 103 accounts in assets under management.

### How do I contact Marianne Nolte?

Through Marianne's website, imaginefinancialservices.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46095): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.imaginefinancialservices.com/): specialties, clients served, and fees, checked October 28, 2026

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