Marathon Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marathon Financial Strategies provides investment supervisory services and financial planning to individuals, including high‑net‑worth clients, managing portfolios that may include mutual funds, equities, bonds, ETFs, REITs, real estate funds, TIPS and precious‑metal ETFs. The firm documents client objectives in an Investment Policy Statement, seeks discretionary trading authority, and delivers regular portfolio monitoring and custodian account reports.
The firm follows a long‑term investment strategy that uses both fundamental and technical analysis to inform asset selection and allocation, and conducts at least quarterly reviews of client accounts. All advisory assets are managed in‑house rather than through third‑party managers, custody is maintained through a major custodian, and the firm discloses it receives no soft‑dollar benefits or outside compensation for product sales.
Marathon is a solo‑practitioner RIA overseeing roughly $48.5 million for about 60 clients and operates without a stated account minimum while offering both ongoing discretionary management and standalone financial planning. Distinctive operational points in the brochure include the firm’s ability to aggregate (block) trades across accounts, a policy to transact client business before personal trading when conflicts arise, and an explicit non‑participation in wrap programs or performance‑based fee arrangements.
Client services
Expertise
Fee options
$1 - $500,000: 1% of AUM plus $2,000 fixed fee $500,001 - $1,000,000: 0.6% of AUM plus $4,000 fixed fee $1,000,001+: 0.4% of AUM plus $7,500 fixed fee
$500 per hour for Financial Planning services
Minimum fee: Fixed Fee: $2,000 PLUS Variable Fee: 1% of AUM for $1-$500,000; Fixed Fee: $4,000 PLUS Variable Fee: 0.6% of AUM for $500,001-$1,000,000; Fixed Fee: $7,500 PLUS Variable Fee: 0.4% of AUM for Over $1,000,000 Fee-only: Hourly Financial Planning Fees: $500 per hour
Main office
Brunswick GA
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)