Marim Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marim Wealth Planning is a fee-only independent advisory firm led by a single advisor that provides financial planning and discretionary investment management to individuals and high-net-worth clients. Services include comprehensive and project-based financial planning, retirement and tax planning, insurance and estate reviews, and the integration of rental real estate into clients’ overall financial plans.
The firm constructs personalized asset-allocation strategies using a mix of passive and active approaches grounded in Modern Portfolio Theory, and it applies both fundamental and technical analysis as appropriate; portions of client portfolios may be delegated to third-party sub-advisors. Clients engage on ongoing or project bases, can impose reasonable investment restrictions, and receive custodian trade confirmations and periodic account statements while the firm conducts at least annual investment reviews.
Notable characteristics include in-house tax preparation performed by supervised firm personnel and the principal’s combination of CFP® and Enrolled Agent credentials, which support an integrated tax-and-planning workflow. Registered in 2023, the firm manages roughly $31 million for about 44 clients—indicating relatively larger account sizes for a solo practice—and offers targeted guidance for rental real estate investors while relying on external sub-advisors for certain investment management functions.
Client services
Expertise
Fee options
Initial fee of $2,500 for comprehensive financial plan; ongoing financial planning fees $350 - $950 per month
$0 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
$400 per hour
Account minimum: $750,000 Fee-only: Fee-only firm; no commissions or sales-related compensation
Main office
1900 S. Norfolk Street, Suite 350
San Mateo CA 94403
Advisors at this office
1
Most active in
California · Texas
Also doing business as
Marim Wealth Management · Marim Wealth Planning · Marim Wealth Planning LLC · Marim Wealth Planning, LLC
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
Quick links
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