Firm
Maris Wealth Management
Duluth, Minnesota
Fee-only
Maris Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 31 individual clients.
- Its average account is about $53,000 (assets it manages divided by its 43 accounts).
- Its ongoing planning fee starts at $250 a year, below the Minnesota median of $2,100.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Duluth, Minnesota |
|---|---|
| Website | mariswealthmanagement.com |
| Phone | (218) 451-0194 |
Maris Wealth Management 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.
| Ongoing planning | From $250 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1.85% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"plus $250 in annual maintenance fees per plan" source
"we charge a one-time setup fee of $1,000" source
"$0 – $500,000 1.85%" source
"Portfolio Management carries no account minimum." 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 31 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 322487 |