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Advisor

Sean Gray

Marathon Wealth · Suwanee, Georgia

Sean Gray is a fee-only financial advisor at Marathon Wealth in Suwanee, Georgia. Marathon Wealth reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only

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Facts

FirmMarathon Wealth
Based in Suwanee, Georgia
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$12.4M across 75 accounts
SEC registration Investment adviser representative in GA · CRD 5841809
Exams passedSeries 63 (2010) · Series 65 (2012)
Firm size1 employee
Disclosures None reported
Websitemymarathonwealth.com
LinkedInProfile

How Sean's firm compares

  • Marathon Wealth's average account is about $166,000, from its Form ADV (assets managed divided by 75 accounts).

What fee-only advisors charge in Georgia

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Questions about Sean

Is Sean Gray a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Marathon Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Sean charge for financial advice?

Sean's firm, Marathon Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Sean Gray based?

Sean Gray is based in Suwanee, Georgia.

Is Sean Gray registered with the SEC?

Yes. Sean Gray is registered as an investment adviser representative in GA (CRD 5841809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Marathon Wealth manage?

Marathon Wealth reports $12.4M across 75 accounts in assets under management.

How do I contact Sean Gray?

Through Sean's website, mymarathonwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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