Firm
Marathon Strategic Advisors
Pittsburgh, Pennsylvania
Fee-only
Marathon Strategic Advisors at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 195 individual clients, 75 of them high net worth.
- Its average account is about $305,000 (assets it manages divided by its 600 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | mstrategic.com |
| [email protected] | |
| Phone | (740) 282-5198 |
Marathon Strategic Advisors 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.
| Asset-based fee | 0.4% to 1.5% a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"0.40% on $15,000,000" source
"1.50% on first $200,000" source
"we offer our services to clients that open accounts with a minimum investment of $500,000" source
"Fees are generally based on the market value of assets under management and are payable quarterly in arrers." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $183 million |
| Individual clients | 120 |
| High-net-worth clients | 75 |
| Accounts managed | 600 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-134014) |
| Financial planning | Offered |
| Form ADV filed | September 10, 2026 |
| SEC record | CRD 117108 |