Firm
MAR Wealth Management Services
West Palm Beach, Florida
Fee-only
MAR Wealth Management Services at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 46 individual clients, 24 of them high net worth.
- Its average account is about $941,000 (assets it manages divided by its 133 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | West Palm Beach, Florida |
|---|---|
| Website | marwealthmanagement.com |
| Phone | (800) 708-6285 |
MAR Wealth Management Services fees
MAR Wealth Management Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $125 million |
| Individual clients | 22 |
| High-net-worth clients | 24 |
| Accounts managed | 133 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-136289) |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 167335 |