Firm
marrick wealth
Irvine, California
Fee-only
marrick wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 89 individual clients, 83 of them high net worth.
- Its average account is about $667,000 (assets it manages divided by its 323 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Irvine, California |
|---|---|
| Website | marrickwealth.com |
| [email protected] | |
| Phone | (727) 248-3009 |
marrick wealth 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"first $2,000,000 1.00%" source
"over $10,000,000 0.50%" source
"first $2,000,000 1.00%" source
"We accept new clients seeking to delegate the management of portfolios with $2M or more of investable assets." 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 | $216 million |
| Individual clients | 6 |
| High-net-worth clients | 83 |
| Accounts managed | 323 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-123646) |
| Financial planning | Offered |
| Form ADV filed | May 29, 2026 |
| SEC record | CRD 164758 |