Marin Wealth Advisors LLC

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Client assets under management

$64,466,415

Clients

0% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$685,813

About

Marin Wealth Advisors LLC serves individuals, families, trusts, estates, corporations, non‑profits and retirement plans, with most clients residing in California; the firm manages roughly $69 million in client assets across about 94 relationships and operates with a two‑advisor team. Core services include discretionary investment management, fee‑only financial planning, and non‑discretionary investment consulting.

The firm’s investment process centers on client‑specific investment policies, combining strategic asset allocation with individual stock and bond selection and global diversification, including emerging‑market exposure, while avoiding performance‑based fee arrangements. Accounts are reviewed at least quarterly and custodial trading and reporting are facilitated through a recommended institutional custodian.

Distinctive features include a menu of tiered, packaged financial‑planning engagements and a one‑time financial check‑up option alongside an hourly consulting offering for non‑discretionary advice, rather than only ad‑hoc planning. The firm recently changed its principal and Chief Compliance Officer and disclosed it will convert from SEC to state registration after year‑end assets fell below the SEC threshold; it also participates in an institutional custodian advisor services program that provides technology and practice‑management support.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Social Security optimization Roth conversion strategy College savings (529s, UTMA, etc.)

Demographic focus

Approaching retirement Retired

Fee options

Fixed

Navigating Retirement: $4,500; Retirement Roadmap: $5,000; Core Financial Plan: $3,500; Financial Check-Up Session: $750

Percentage

$0.00 - $500,000: 1.25% per annum $500,001 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.90% per annum $2,000,001 - $4,000,000: 0.85% per annum $4,000,001 - $5,000,000: 0.80% per annum Over $5,000,000+: Negotiable

Project-based

Generally $250/hour for Investment Consulting Services and Financial Planning Services; fees negotiable

Other

Fee-only: Fee-only financial advisor; no commissions received by the firm

Main office location

Marin Wealth Advisors LLC

4040 Civic Center Dr., Suite 200

San Rafael CA 94903, United States

Number of offices

Most active in

Arizona · California · Massachusetts · New Hampshire · New York · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Facebook Instagram Website 415-458-5880

Advisors at this firm

Robert H

Series 63

San Rafael, CA

Marin Wealth Advisors LLC

Robert Hunter is a financial advisor with Marin Wealth Advisors LLC in Novato, California. He holds a Series 63 designation and has 26 years of industry experience, including over two decades at his current firm. Marin Wealth Advisors LLC is a fee-only registered investment adviser serving individuals, families, trusts, estates, corporations, non-profits, and retirement plan participants. The firm manages approximately $357 million in discretionary assets for around 382 clients, using individualized investment policies and a combination of strategic asset allocation and individual security selection to build globally diversified portfolios.

General retirement planning Social Security optimization Roth conversion strategy College savings (529s, UTMA, etc.) Approaching retirement Retired

Marjan S

Series 65

Novato, CA

Marin Wealth Advisors LLC

Marjan Soleimanieh is a financial advisor with Gosho Financial Group in San Mateo, CA, holding a Series 65 designation and one year of industry experience. Prior to joining Marin Wealth Advisors LLC, Soleimanieh operated a sole proprietorship and worked with Gosho Financial Group. Outside of financial advising, Soleimanieh is involved in operations at Westfab Manufacturing, a sheet-metal manufacturing company. Gosho Financial Group provides fee-based investment advisory and non-discretionary financial planning services to individuals, families, businesses, trusts, estates, donor-advised funds, and retirement plan participants. The firm uses a tactical allocation approach combining fundamental, technical, and cyclical analysis to manage customized portfolios and offers educational seminars and plan-level consulting as part of its pension services.

General retirement planning Social Security optimization Roth conversion strategy College savings (529s, UTMA, etc.) Approaching retirement Retired

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