# Marty McNamara

> Marty McNamara is a fee-only financial advisor at marrick wealth in Irvine, California, who holds the CFP and CPA credentials. Marty charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum) and focuses on tax planning.

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

## Facts

- **Firm:** marrick wealth
- **Based in:** Irvine, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $215.6M across 323 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Tax planning
- **Works with:** Ultra high net worth
- **CRD:** 5281683 (https://adviserinfo.sec.gov/individual/summary/5281683)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://marrickwealth.com

## Frequently asked questions

### Is Marty McNamara a fee-only financial advisor?

Yes. Marty McNamara is listed in 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 Marty's firm.

### How does Marty charge for financial advice?

Marty charges a percentage of assets.

### How much does Marty charge?

According to marrick wealth's website, checked October 28, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is Marty McNamara based?

Marty McNamara is based in Irvine, California.

### What does Marty specialize in?

Marty's specialties include tax planning. Marty works with ultra high net worth.

### What credentials does Marty McNamara hold?

Marty McNamara holds the CFP and CPA credentials.

### Is Marty McNamara registered with the SEC?

Yes. Marty McNamara is registered as an investment adviser representative in CA (CRD 5281683), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does marrick wealth manage?

marrick wealth reports $215.6M across 323 accounts in assets under management.

### How do I contact Marty McNamara?

Through Marty's website, marrickwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/marty-mcnamara-13110): 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.marrickwealth.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.