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 works with individuals, families, trusts, estates, corporations, non-profits and retirement plans, managing roughly $76 million across about 94 client relationships. The firm provides discretionary and non-discretionary investment management alongside project-based and comprehensive financial planning, including retirement and education planning.
The firm’s investment approach centers on strategic asset allocation combined with individual stock and bond selection, with globally diversified portfolios that may include emerging markets; client investment policies are developed from detailed intake discussions and reviewed at least quarterly. Marin Wealth Advisors serves as a fiduciary for retirement accounts and typically provides performance reporting and custodial statements through its chosen custody platform.
What distinguishes the firm is its small advisory team and fee-only business model that avoids commissions and performance-based compensation, while offering financial planning engagements billed directly rather than deducted from client accounts. The firm also documents the capacity to handle complex planning scenarios (executive compensation, concentrated positions, business succession) and recently transitioned from SEC to state-level registration, which may be relevant to prospective clients evaluating adviser oversight and regulatory status.
Client services
Expertise
Fee options
$0 - $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 financial planning fees ranging from $7,000 to $20,000 depending on complexity
Main office
See office4040 Civic Center Dr., Suite 200
San Rafael CA 94903
Advisors at this office
1
Offices (2)
Most active in
California · 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.
Forms ADV
Quick links
Advisors at this firm
Robert H
Series 63
San Rafael, CA
Marin Wealth Advisors LLC
Robert Hunter Jr. is a financial advisor with Marin Wealth Advisors LLC in San Rafael, CA, holding a Series 63 designation and 26 years of industry experience. He has been with Marin Wealth Advisors since 2004. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management along with project-based and comprehensive financial planning, focusing on strategic asset allocation combined with individual stock and bond selection in globally diversified portfolios.
Marjan S
Series 65
Novato, CA
Marin Wealth Advisors LLC
Marjan Soleimanieh is a financial advisor at Marin Wealth Advisors LLC with a Series 65 credential and two years of industry experience. Prior to joining Marin Wealth Advisors, Marjan operated a sole proprietorship and worked at Gosho Financial Group. In addition to advising, Marjan is involved in sheet-metal manufacturing operations at Westfab Manufacturing. Marin Wealth Advisors serves individuals, families, trusts, estates, corporations, non-profits, and retirement plans, managing approximately $76 million across about 94 client relationships. The firm offers discretionary and non-discretionary investment management alongside comprehensive financial planning, employing a strategic asset allocation approach with globally diversified portfolios.
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