Firm
Marim Wealth Planning, LLC
San Mateo, California
Fee-only
Marim Wealth Planning, LLC at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 44 individual clients, 8 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 115 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the California median of $6,000.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Mateo, California |
|---|---|
| Website | marim.com |
| [email protected] | |
| Phone | (650) 352-8419 |
Marim Wealth Planning, 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 $8,000 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | $750,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Financial Plans start at $8,000+ depending on the complexity of your situation." source
"$0 - $5,000,000 0.50%" source
"we can use an assets-under-management structure with an account minimum of $750,000" source
"we charge a separate financial planning fee, billed monthly." 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 | $31 million |
| Individual clients | 36 |
| High-net-worth clients | 8 |
| Accounts managed | 115 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 325684 |