M
Marin Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,000,000
Clients
40
10% 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
40
HighAverage account size
$225,000
About
Marin Financial provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates and qualified plans. Founded in 2023, the firm manages roughly $9 million across about 40 client relationships and offers both comprehensive financial plans and hourly consulting engagements.
The firm’s investment approach combines fundamental and technical analysis with a macroeconomic and geopolitical emphasis—monitoring central bank actions, government policy and global liquidity when setting allocations. Marin Financial may incorporate approved alternative assets (including commodities, REITs and certain cryptocurrencies) and will at times deviate from traditional allocations (for example, increasing cash or alternatives) to manage inflationary or geopolitical risk.
Noteworthy for an independent adviser of this size, the firm discloses an affiliated insurance practice through which advisory personnel may offer commissionable insurance products, a conflict addressed by disclosure and internal procedures. The firm also provides ERISA plan services (as a 3(21) or 3(38) advisor) and pension consulting, a capability that is less common among peers and signals work with plan sponsors in addition to individual investors.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Private / alternative investments
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
Fee options
1% annually flat rate
$250 per hour
Main office location
Marin Financial LLC
Lancaster PA, United States
Number of offices
1
Most active in
Marin Financial LLC has reported serving >5 clients in these states in the last 12 months.
District of Columbia · Michigan · Pennsylvania · 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:
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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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