Marim Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$31,152,534
Clients
44
18% 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
44
HighAverage account size
$708,012
About
Marim Wealth Planning is a fee-only independent advisory firm led by a single advisor that provides financial planning and discretionary investment management to individuals and high-net-worth clients. Services include comprehensive and project-based financial planning, retirement and tax planning, insurance and estate reviews, and the integration of rental real estate into clients’ overall financial plans.
The firm constructs personalized asset-allocation strategies using a mix of passive and active approaches grounded in Modern Portfolio Theory, and it applies both fundamental and technical analysis as appropriate; portions of client portfolios may be delegated to third-party sub-advisors. Clients engage on ongoing or project bases, can impose reasonable investment restrictions, and receive custodian trade confirmations and periodic account statements while the firm conducts at least annual investment reviews.
Notable characteristics include in-house tax preparation performed by supervised firm personnel and the principal’s combination of CFP® and Enrolled Agent credentials, which support an integrated tax-and-planning workflow. Registered in 2023, the firm manages roughly $31 million for about 44 clients—indicating relatively larger account sizes for a solo practice—and offers targeted guidance for rental real estate investors while relying on external sub-advisors for certain investment management functions.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
Initial fee of $2,500 for comprehensive financial plan; ongoing financial planning fees $350 - $950 per month
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
$400 per hour
Account minimum: $750,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office location
Marim Wealth Planning
1900 S. Norfolk Street, Suite 350
San Mateo CA 94403, United States
Number of offices
1
Most active in
Marim Wealth 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 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
Quick links
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