Firm
Mardin Capital Group
Rye, New Hampshire
Fee-only
Mardin Capital Group at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 6 employees and 238 individual clients, 158 of them high net worth.
- Its average account is about $464,000 (assets it manages divided by its 660 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Rye, New Hampshire |
|---|---|
| Website | mardincapitalgroup.com |
| [email protected] | |
| Phone | (603) 766-4700 |
Mardin Capital Group fees
Mardin Capital Group 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 |
|---|---|
| Assets managed | $306 million |
| Individual clients | 80 |
| High-net-worth clients | 158 |
| Accounts managed | 660 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-136300) |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 342252 |