# Melinda Satterlee

> Melinda Satterlee is a fee-only financial advisor at Marathon Wealth Management LLC in Medina, Washington, who holds the CFP credential. Melinda charges a one-time planning fee, an ongoing planning fee and hourly fees (ongoing planning from $5,000 a year and one-time plans from $5,000) and focuses on retirement planning and divorce financial planning.

Page: https://find.wellspent.co/advisors/melinda-satterlee/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Marathon Wealth Management LLC
- **Based in:** Medina, Washington
- **Fee model:** One-time planning fee; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $5,000 a year; one-time plans from $5,000; $250 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $20M across 60 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Divorce financial planning
- **Works with:** Founders, Divorced individuals
- **CRD:** 2344544 (https://adviserinfo.sec.gov/individual/summary/2344544)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1993), Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://marathonwealthmgt.com

## Frequently asked questions

### Is Melinda Satterlee a fee-only financial advisor?

Yes. Melinda Satterlee 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 Melinda's firm.

### How does Melinda Satterlee charge for financial advice?

Melinda Satterlee charges a one-time planning fee, an ongoing planning fee and hourly fees.

### How much does Melinda Satterlee charge?

According to Marathon Wealth Management LLC's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $5,000; $250 an hour.

### Where is Melinda Satterlee based?

Melinda Satterlee is based in Medina, Washington.

### What does Melinda Satterlee specialize in?

Melinda Satterlee's specialties include retirement planning and divorce financial planning. Melinda works with founders and divorced individuals.

### What credentials does Melinda Satterlee hold?

Melinda Satterlee holds the CFP credential.

### Is Melinda Satterlee registered with the SEC?

Yes. Melinda Satterlee is registered as an investment adviser representative in WA (CRD 2344544), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Marathon Wealth Management LLC manage?

Marathon Wealth Management LLC reports $20M across 60 accounts in assets under management.

### How do I contact Melinda Satterlee?

Through Melinda Satterlee's website, marathonwealthmgt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46054): 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.marathonwealthmgt.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.