Firm
Marin Group
Atlanta, Georgia
Fee-only
Marin Group at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 142 individual clients, 30 of them high net worth.
- Its average account is about $871,000 (assets it manages divided by its 147 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | maringroup.com |
| Phone | (404) 607-8014 |
Marin Group fees
Marin Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 · Fixed fees |
|---|---|
| Assets managed | $128 million |
| Individual clients | 112 |
| High-net-worth clients | 30 |
| Accounts managed | 147 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-136949) |
| Financial planning | Offered |
| Form ADV filed | August 7, 2026 |
| SEC record | CRD 125217 |