Firm
Marrone Wealth Management LLC
New York, New York
Fee-only
Marrone Wealth Management LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 1 of them high net worth.
- Its average account is about $78,000 (assets it manages divided by its 46 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the New York median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | marronewealthmanagement.com |
| [email protected] | |
| Phone | (646) 713-0500 |
Marrone Wealth Management 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 $3,600 a year |
|---|---|
| One-time plan | From $3,600 |
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"Starting at $3,600 per year" source
"Starting at $3,600 (One-Time Project)" source
"$0 - $99,999" source
"Starting at $6,000 per year" 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 | $4 million |
| Individual clients | 19 |
| High-net-worth clients | 1 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 317011 |