Mardin Capital Group LLC logo

Mardin Capital Group LLC

Updated today

Client assets under management

$0

Clients

0

Advisors

4

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

About

Mardin Capital Group LLC provides written financial planning services to individuals, preparing plans that address retirement, education, tax strategies, stock option review, required minimum distributions and charitable giving. The firm’s brochure states it does not manage client assets, does not provide discretionary portfolio management and does not participate in wrap‑fee programs.

MCG uses broad financial planning software to produce written plans that may list general investment types but do not include specific securities, and clients are billed for plans upon completion with updates available at the client’s election. While the firm does not custody or generate account reports, its professionals can, if requested, assist clients in implementing plan recommendations through their broker‑dealer or advisory channels.

Several of the firm’s principals are registered representatives and investment adviser representatives with LPL Financial and are licensed insurance agents, activities the brochure identifies as the primary source of their time and compensation and that are disclosed as potential conflicts of interest. Distinctive for a firm in the investment‑manager classification, MCG does not rely on percentage‑of‑assets‑under‑management fees and instead emphasizes fee‑for‑service financial planning engagements; the team also includes advisors holding CFA and CFP credentials.

Client services

Financial planning

Expertise

Tax-loss harvesting Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP)

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Fee options

Commissions

Certain individuals are registered representatives who may receive normal and customary commissions from securities and insurance transactions.

Other

Account minimum: No minimum to create a financial plan; clients with assets over $1,000,000 may have fees waived Fee-only: Financial planning fees range from $0 up to $12,000, billed upon completion of the plan; fees are negotiable and not deducted from client accounts.

Main office location

Mardin Capital Group LLC

875 Greenland Road Unit B 10, Orchard Park

Portsmouth NH 03801, United States

Number of offices

1

Most active in

New Hampshire

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Robert K

Series 66

Portsmouth, NH

Mardin Capital Group LLC

Robert Kintz is a financial advisor with Mardin Capital Group LLC and holds a Series 66 designation. He has 18 years of industry experience, including a long tenure at LPL Financial. Outside of his advisory work, he is a notary public. Mardin Capital Group LLC provides written financial planning services to individuals, focusing on retirement, education, tax strategies, stock option reviews, required minimum distributions, and charitable giving. The firm does not manage client assets or provide discretionary portfolio management, instead emphasizing fee-for-service financial planning engagements.

Tax-loss harvesting Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP)
user avatar

Anthony Z

Series 66

Portsmouth, NH

Mardin Capital Group LLC

Anthony Zanetti is a financial advisor with Mardin Capital Group LLC in Portsmouth, NH, holding a Series 66 registration and 16 years of industry experience. His prior roles include positions at LPL Financial, Ameriprise Financial Services, and Eaton Vance Management. Mardin Capital Group LLC provides written financial planning services focused on retirement, education, tax strategies, stock option review, required minimum distributions, and charitable giving. The firm emphasizes fee-for-service financial planning rather than asset management and does not provide discretionary portfolio management or custody client assets.

Tax-loss harvesting Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP)
user avatar

Kathryn C

CFP®, Series 66

Portsmouth, NH

Mardin Capital Group LLC

Kathryn Chase is a financial advisor with Mardin Capital Group LLC in Portsmouth, NH, holding CFP® and Series 66 credentials and having seven years of industry experience. She previously worked at LPL Financial and Liberty Mutual Group. In addition to her advisory role, she is a licensed insurance agent and serves as a public notary for LPL Financial. Mardin Capital Group LLC provides written financial planning services focused on retirement, education, tax strategies, and charitable giving. The firm emphasizes fee-for-service financial planning without managing client assets or providing discretionary portfolio management.

Tax-loss harvesting Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP)
user avatar

Timothy M

CFA®, Series 66

Portsmouth, NH

Mardin Capital Group LLC

Timothy Mardin is a CFA charterholder and holds a Series 66 license, with 23 years of experience in the financial services industry. He has been with Mardin Capital Group LLC since 2003 and also has a long tenure at LPL Financial. Outside of his advisory roles, he performs notary services related to his work at LPL Financial. Mardin Capital Group LLC provides written financial planning services to individuals, focusing on retirement, education, tax strategies, stock option review, required minimum distributions, and charitable giving. The firm does not manage client assets or provide discretionary portfolio management, instead offering fee-for-service financial plans without relying on asset-based fees.

Tax-loss harvesting Charitable giving tax strategies Equity Recipients (RS/RSU, SOP, ESPP)
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