Firm
Marathon Mission
Latham, New York
Fee-only
Marathon Mission at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 222 individual clients, 63 of them high net worth.
- Its average account is about $342,000 (assets it manages divided by its 518 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Latham, New York |
|---|---|
| Website | marathon-mission.com |
| [email protected] | |
| Phone | (518) 689-0773 |
Marathon Mission fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"Our minimum investment is $500,000." source
"Our minimum investment is $500,000." source
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 · Fixed fees |
|---|---|
| Assets managed | $177 million |
| Individual clients | 159 |
| High-net-worth clients | 63 |
| Accounts managed | 518 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110817) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 288654 |