Marathon Retirement Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$64,300,000
Clients
116
29% 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
116
Very HighAverage account size
$554,310
About
Marathon Retirement Planning provides ongoing investment management and comprehensive financial planning and project-based advice for individuals, qualified retirement plans, trusts, estates, charitable organizations and business entities. The firm manages client portfolios across a broad set of securities and implements tailored plans that address cash flow, insurance, tax, business and estate planning objectives.
The firm’s process begins with an interview and data‑gathering to develop an asset allocation and investment plan, with portfolios monitored and rebalanced over time using public research, corporate ratings and consultations with specialists; most accounts are managed with limited discretionary authority and are customized rather than following standardized model portfolios. Marathon also refers clients to third‑party managers (including Retirement Management Systems LLC) and continues to counsel clients whose accounts are placed with those managers.
Noteworthy differences from many peers include the firm’s role in insurance distribution—its advisors are licensed insurance agents, devote a portion of practice time to insurance, and may receive commissions on insurance and other product sales, which the firm discloses as a potential conflict of interest. The firm also conducts occasional educational seminars (sponsored by colleges, churches, or businesses) and generally recommends a small set of familiar third‑party managers instead of performing an individualized manager search for each client.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Annuities
Wealth management
Fee options
Flat fees for comprehensive and modular financial plans usually range from $500 to $3,500 per engagement, negotiable based on complexity and level of service.
0.25% - 1.25% per annum (negotiable)
Advisors may receive commissions from securities and insurance product sales in addition to advisory fees.
$300 per hour for consulting or financial planning services.
Main office location
Marathon Retirement Planning
11501 Dublin Blvd., Suite 316
Dublin CA 94568, United States
Number of offices
1
Most active in
Marathon Retirement Planning has reported serving >5 clients in these states in the last 12 months.
California · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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