Marin Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,101,133
Clients
94
Advisors
2
across 2 offices
About
Marin Wealth Advisors provides investment management and financial planning services to a mix of individual investors, families, trusts, estates, corporations, non-profits, and pension or profit-sharing plans. The firm operates on a fee-only basis, manages roughly $76 million in client assets with most accounts under discretionary authority, and states it has no account minimums.
The firm gathers client-specific information to create written investment policy statements and applies a strategic asset allocation framework combined with individual stock and bond selection and global diversification. Marin Wealth Advisors conducts regular account reviews (at least quarterly), provides periodic performance reporting and commentary, and recommends Charles Schwab Advisor Services for custody and institutional trading and technology support.
Distinctive features include a straight-tier advisory fee structure applied to the entire account value rather than a blended schedule, and a financial planning practice that uses fixed-fee engagements billed directly to clients upon completion rather than deducted from custody accounts. The firm also notes it does not accept third-party sales compensation, does not participate in wrap fee programs or performance‑based fees, and is in the process of transitioning from SEC to state registration while operating with a small advisory team and a single listed management person.
Client services
Expertise
Fee options
$0.00 - $500,000: 1.25% per annum $500,001 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.90% per annum $2,000,001 - $4,000,000: 0.85% per annum $4,000,001 - $5,000,000: 0.80% per annum Over $5,000,000+: Negotiable
Fee-only: Fixed fees for financial planning services range from $7,000 to $20,000, based on scope and complexity
Main office
See office4040 Civic Center Dr., Suite 200
San Rafael CA 94903
Advisors at this office
1
Offices (2)
Most active in
Texas
Also doing business as
Hunter Jr, Robert Charles · Marin Wealth Advisors LLC · Robert C. Hunter · Robert Hunter
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.
Quick links
Advisors at this firm
Robert H
Series 63
San Rafael, CA
Marin Wealth Advisors LLC
Robert Hunter Jr. is a financial advisor at Marin Wealth Advisors LLC in San Rafael, CA, holding the Series 63 designation with 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors provides investment management and financial planning services to individual investors, families, trusts, estates, corporations, non-profits, and pension or profit-sharing plans. The firm uses a strategic asset allocation approach combined with individual stock and bond selection and global diversification, operating on a fee-only basis without account minimums.
Marjan S
Series 65
Novato, CA
Marin Wealth Advisors LLC
Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Gosho Financial Group for three years. Outside of advisory work, she is involved with Westfab Manufacturing, a sheet-metal manufacturing business where she spends part of her time on operations. Marin Wealth Advisors provides investment management and financial planning services to a range of clients, including individuals, families, trusts, and organizations. The firm employs a strategic asset allocation framework combined with individual security selection and offers regular account reviews and performance reporting.
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