Marin Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Marin Financial Group is a small independent registered investment adviser that provides financial planning, discretionary portfolio management, cash-flow analysis, asset-allocation advice, and referrals to accounting and estate-planning professionals for individuals, families, small businesses, trusts and retirement plans. As disclosed in the firm brochure, it manages roughly $4.8 million in assets across seven client accounts and typically operates with discretionary authority on client portfolios.
The firm’s investment process begins with an in-depth client interview to assess objectives and risk tolerance, then implements one of three primary strategies — long-term asset allocation, concentrated equity portfolios, or income-focused portfolios — using mutual funds, individual securities, or a combination. Reviews and adjustments are generally infrequent (commonly annual or quarterly), clients may impose written restrictions or decline discretionary authority, and the firm may recommend third‑party managers when appropriate.
Compared with many solo independent advisers, Marin Financial Group’s very small client roster and that all reported AUM is managed discretionary suggest a highly individualized relationship and portfolio oversight. The firm relies on a model-based platform and independent custodian services (including the option of selecting individual money managers), states it does not accept soft-dollar benefits, and discloses no affiliations or compensation arrangements with recommended third‑party managers.
Client services
Expertise
Fee options
$500 one-time fee for financial planning for accounts under $100,000; $1,500 for financial planning only clients; $250 optional annual review fee.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $2,000,000: 1.15% $2,000,001+: 0.90%
$100 per hour for financial planning work completed if terminated after initial opt-out.
Account minimum: $50,000 Fee-only: Financial planning: $500 one-time fee for accounts under $100,000; $1,500 for financial planning only clients; optional $250 annual review fee; hourly rate $100/hour for work completed if planning terminated after initial 3-day opt-out.
Main office
Katy TX
Advisors at this office
1
Most active in
Ohio · Texas
Also doing business as
Marin Capital Partners · Marin Financial Group · Marin Financial Group Inc
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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