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Mariner Wealth

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Total assets under management

$98,603,233,201

More info

Total clients

43,537

40% high-net worth

Total advisors

803

of 1,503 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

54

Average account size

$2,264,815

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Family office services

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee; fixed fee arrangements are generally paid quarterly in advance

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.60%

Project-based

Financial planning and consulting services may be charged on an hourly basis

Other

Account minimum: $100,000 minimum for managed accounts Minimum fee: Minimum quarterly fee of $1,875 Fee-only: Financial planning and consulting services may be offered for an additional fee, which can be a percentage of assets under advisement, a flat fee, or hourly rate

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Mariner Wealth

5700 W. 112 Th Street, Suite 500

Overland Park KS 66211, United States

Number of offices

116

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 913-904-5700

Advisors at this firm

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Tucker H

CFP®, Series 65

Sarasota, FL

Mariner Wealth
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Robert G

CFP®, Series 63, Series 65

Marlborough, MA

Mariner Wealth
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Scott L

CFA®

Emeryville, CA

Mariner Wealth
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Lauren A

CFP®, Series 65

San Diego, CA

Mariner Wealth
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Nancy L

Series 63, Series 65

Overland Park, KS

Mariner Wealth
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Jackson S

Series 65

Little Rock, AR

Mariner Wealth
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William S

Series 65

New York, NY

Mariner Wealth
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Stefanie Y

Series 66

State College, PA

Mariner Wealth
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Hudson H

CFP®, Series 65

Scottsdale, AZ

Mariner Wealth
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Alyssa P

Series 65

State College, PA

Mariner Wealth
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Deborah M

CFP®, Series 63, Series 65

Charlotte, NC

Mariner Wealth
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Jillian G

Series 65

New York, NY

Mariner Wealth
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Lewis P

Series 63, Series 65

Benton, AR

Mariner Wealth
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Brian T

CFP®, Series 63, Series 66

New Braunfels, TX

Mariner Wealth
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Kenneth F

Series 63, Series 65

Madison, NJ

Mariner Wealth
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