Marianne Nolte
Imagine Financial Services · Lake Havasu City, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $13.0M across 103 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 6368554 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | imaginefinancialservices.com |
| Profile |
How Marianne's firm compares
- Imagine Financial Services's average account is about $126,000, from its Form ADV (assets managed divided by 103 accounts).
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Questions about Marianne
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Imagine Financial Services website : specialties, clients served, and fees, checked October 28, 2026
- 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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