Marty McNamara
marrick wealth · Irvine, California
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $215.6M across 323 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CA · CRD 5281683 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | marrickwealth.com |
How Marty's firm compares
- marrick wealth's average account is about $667,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Marty
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- marrick wealth 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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