Marathon Wealth Management LLC
Medina, Washington
Marathon Wealth Management LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 27 individual clients.
- Its average account is about $333,000 (assets it manages divided by its 60 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Washington median of $4,500.
- Its hourly rate of $250 is below the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Medina, Washington |
|---|---|
| Website | marathonwealthmgt.com |
| [email protected] | |
| Phone | (425) 890-5081 |
Questions about Marathon Wealth Management LLC
How much does Marathon Wealth Management LLC charge?
Marathon Wealth Management LLC publishes these prices: ongoing planning: from $5,000 a year; one-time plan: from $5,000; hourly: $250 an hour. We found this on its website, checked October 28, 2026.
How is Marathon Wealth Management LLC paid?
Marathon Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Marathon Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Marathon Wealth Management LLC.
What is the average account at Marathon Wealth Management LLC?
Marathon Wealth Management LLC's average account is about $333,000. That's the assets on its Form ADV divided by its 60 accounts.
What does Marathon Wealth Management LLC specialize in?
Marathon Wealth Management LLC's advisors and website list retirement planning and divorce financial planning.
Is Marathon Wealth Management LLC accepting new clients?
Yes, according to Marathon Wealth Management LLC's website, checked October 28, 2026.
Marathon Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $5,000 |
| Hourly | $250 an hour |
| How it charges | One-time plans or projects · Ongoing planning fee · Hourly |
In the firm's words
"ONE TIME FINANCIAL PLAN- $5,000*" source
"*Base Package based on $250/hr. 20-hour minimum." source
"$0-$750,000 $5,000.00" source
"For ongoing financial advising with investment management, consider this option." 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 | $20 million |
| Individual clients | 27 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 309337 |
Advisors at this firm (1)
Other fee-only firms in Washington
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- MB Generational Wealth · Spokane
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- Middleton & Company · Vancouver