Mari Legacy Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mari Legacy Group is a small, independent advisory firm that provides asset management, comprehensive portfolio management, financial planning and retirement plan consulting to individuals and a range of non‑individual clients. The brochure discloses the firm manages approximately $29.9 million on a discretionary basis for 22 clients and lists individuals, trusts/charitable organizations, pension and profit‑sharing plans, and corporations/LLCs among its client types.
The firm constructs individualized portfolios using individual stocks, bonds, ETFs, mutual funds, options and alternative investments, and may employ direct indexing and third‑party sub‑advisors to implement strategies. Portfolios are monitored and rebalanced periodically, and the firm describes using multiple analysis methods (fundamental, technical, quantitative, cyclical, sector and qualitative) and a range of trading techniques (including margin and options) as appropriate to client objectives.
What is notable in this brochure is the breadth of client types and services for a solo practitioner: the firm documents retirement plan consulting consistent with ERISA fiduciary duties, work for pension/profit‑sharing plans and corporate/charitable clients, and oversight in selecting third‑party money managers. The brochure also discloses that a firm principal offers separate bookkeeping services under a distinct engagement (a potential conflict is acknowledged), and that the firm recommends custodians including Charles Schwab and Allianz Life of North America.
Client services
Expertise
Fee options
Financial planning & consulting flat fees up to $20,000; Retirement plan consulting flat fees range from $750 to $10,000.
Financial planning & consulting up to $350/hour; Retirement plan consulting up to $250/hour.
Main office
4500 Park Granada, Suite 202
Calabasas CA 91302
Advisors at this office
1
Most active in
California · Texas
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:
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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
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