Melinda Satterlee
Marathon Wealth Management LLC · Medina, Washington
Melinda Satterlee is a fee-only financial advisor at Marathon Wealth Management LLC in Medina, Washington, who holds the CFP credential.
- $5,000
- Ongoing planning, per year, from
- $5,000
- One-time plan, from
- $250
- Hourly rate
- $20M
- Firm assets managed
What Melinda focuses on
Who Melinda works with
- Founders
- Divorced individuals
How does Melinda's firm compare?
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Ongoing planning starts at $5,000 a year, above the Washington median of $4,500 for fee-only firms that publish prices.
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A one-time plan starts at $5,000, above the Washington median of $3,000 for fee-only firms that publish prices.
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The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.
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Marathon Wealth Management LLC's average account is about $333,000, from its Form ADV (assets managed divided by 60 accounts).
Questions about Melinda
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Assets under management | $20M across 60 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 2344544 |
| Exams passed | Series 63 (1993) · Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | marathonwealthmgt.com |
| Profile |
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Other fee-only advisors in Washington
Other advisors in Washington who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Marathon Wealth Management LLC 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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