MAR Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,209,872
Clients
38
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$584,470
About
MAR Financial is a fee‑only independent adviser offering discretionary investment management and financial planning to high‑net‑worth individuals, businesses, and charitable organizations. The firm manages roughly $22 million across about 38 client relationships and generally does not maintain relationships with non‑high‑net‑worth retail individuals, often declining accounts below $500,000.
The firm operates as a fiduciary and typically constructs diversified portfolios using exchange‑traded funds and mutual funds, with ongoing review and rebalancing under discretionary authority. Financial planning is provided at no additional charge to investment management clients and the firm follows a consultative process consistent with CFP Board standards.
Noteworthy aspects include a solo, fee‑only practice structure that does not accept commissions, performance‑based fees, or referral/revenue‑sharing arrangements, and the use of a third‑party back‑office relationship to access institutional custodial platforms. A recent material change ending principals’ insurance sales and the firm’s stated policy to decline operationally onerous client restrictions further distinguish its operating practices.
Client services
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$0 - $250,000: 1.45% $250,001 - $500,000: 1.35% $500,001 - $750,000: 1.25% $750,001 - $1,000,000: 0.95% $1,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fee-only: Fee-only financial planning and investment management services; no commissions or other compensation received.
Main office location
MAR Financial
Lake Oswego OR, United States
Number of offices
1
Most active in
MAR Financial has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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