Novato, CA Office

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.