Mira Ma
Marim Wealth Planning, LLC · San Mateo, California
Mira Ma is a fee-only financial advisor at Marim Wealth Planning, LLC in San Mateo, California, who holds the CFP, CTEC and EA credentials. Mira charges a percentage of assets and an ongoing planning fee (ongoing planning from $8,000 a year and 0.5% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and real estate investors.
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Specialties
Facts
| Firm | Marim Wealth Planning, LLC |
|---|---|
| Based in | San Mateo, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · 0.5% a year on the first tier of assets managed · A $750,000 asset minimum |
| Assets under management | $31.2M across 115 accounts |
| Credentials | CFP · CTEC · EA · RFC |
| SEC registration | Investment adviser representative in CA, TX · CRD 3091668 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | marim.com |
| Profile |
How Mira's firm compares
- Ongoing planning starts at $8,000 a year, above the California median of $6,000 for fee-only firms that publish prices.
- Marim Wealth Planning, LLC's average account is about $271,000, from its Form ADV (assets managed divided by 115 accounts).
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Questions about Mira
Is Mira Ma a fee-only financial advisor?
Yes. Mira Ma is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mira's firm.
How does Mira charge for financial advice?
Mira charges a percentage of assets and an ongoing planning fee.
How much does Mira charge?
According to Marim Wealth Planning, LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; 0.5% a year on the first tier of assets managed; a $750,000 asset minimum.
Where is Mira Ma based?
Mira Ma is based in San Mateo, California.
What does Mira specialize in?
Mira's specialties include equity compensation, tax planning and real estate investors.
What credentials does Mira Ma hold?
Mira Ma holds the CFP, CTEC, EA and RFC credentials.
Is Mira Ma registered with the SEC?
Yes. Mira Ma is registered as an investment adviser representative in CA and TX (CRD 3091668), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Marim Wealth Planning, LLC manage?
Marim Wealth Planning, LLC reports $31.2M across 115 accounts in assets under management.
How do I contact Mira Ma?
Through Mira's website, marim.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
- Marim Wealth Planning, 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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