Mariner Wealth Advisors

Retirement Planning Firm in Bethesda, MD

Firm Info
Address: 3 Bethesda Metro Center Suite 785, Bethesda, MD 20814, USA
Phone: (844) 281-2803

Firm Size
Assets Under Management: $0
# of Advisors: 33
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Other

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Mariner Wealth Advisors Overview

Mariner Wealth Advisors is an investment advisory firm that has been in business since 2017. Its headquarters is located in Overland Park, Kansas. The firm operates as a fee-based registered investment advisory firm, providing investment advice and financial management services to its clients. Mariner Wealth Advisors is solely focused on providing investment advice to its clients and does not offer other services such as investment banking or underwriting. The firm aims to help clients manage their investment portfolios while ensuring financial growth. The fee arrangement of Mariner Wealth Advisors is fee-based, meaning clients will pay a fee based on the assets they invest. Apart from providing advisory services, the firm also works with Mariner, LLC d/b/a Mariner Wealth Advisors to provide referral services. The company may refer prospective clients to the parent company for additional investment services. Overall, Mariner Wealth Advisors is a dedicated firm solely focused on providing investment advice and financial management services to its clients.

Mariner Wealth Advisors caters to a diverse range of clients, including high-net-worth individuals, families, entrepreneurs, institutions, and corporations. They provide customized financial planning and investment management solutions that align with their clients' unique needs and goals. The firm's team of wealth advisors works closely with clients to understand their financial objectives, risk tolerance, and investment preferences. Whether clients are planning for retirement, saving for education, managing their assets, or seeking tax-efficient strategies, Mariner Wealth Advisors offers holistic, integrated, and objective financial advice. When it comes to fee structures, Mariner Wealth Advisors provides several options depending on the service provided. For comprehensive wealth management, the firm charges a percentage of assets under management, typically ranging from 0.75% to 1.50% per year. For financial planning, they may charge an hourly rate, a fixed fee, or a retainer fee, depending on the complexity and scope of the project. For investment advisory services, the firm charges a percentage of assets under management or a performance-based fee. Mariner Wealth Advisors also offers commission-based products and insurance products through affiliated entities, which may involve additional fees and charges. Overall, the firm aims to be transparent about their fees and work with clients to ensure they understand and are comfortable with the costs associated with their services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Mariner Wealth Advisors indicates that they do not provide investment advice or manage assets for any type of client. Instead, they offer referral services to MWA through the introduction of prospective clients. However, their Part 2 Brochure does not mention an investment minimum, so it is unclear if there is a minimum requirement for clients referred to MWA.

How This Office Can Help Bethesda, MD Residents

Mariner Wealth Advisors provides comprehensive financial planning services to clients in Bethesda, MD. As the affluent community faces unique financial challenges, Mariner works to develop customized strategies to help clients navigate their complex financial situations. One specific challenge that clients in Bethesda might encounter is the high cost of living in the area. Mariner can assist with creating a budget and investment plan that takes into account the high cost of housing and other expenses in the region. Additionally, many residents may be retired or close to retirement age and need help with retirement planning, including managing retirement accounts and adjusting their investment portfolio for their changing needs. Mariner's team of financial advisors can provide guidance and advice on everything from wealth preservation to tax planning to charitable giving in order to help clients achieve their financial goals and enjoy a secure future.

To view the Minimum Investment and Fee Schedule for Mariner Wealth Advisors, visit their Part 2 Brochure.

Services Offered by Mariner Wealth Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mariner Wealth Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

This Office Location

Firm location 3 Bethesda Metro Center Suite 785, Bethesda, MD 20814, USA
Phone (844) 281-2803
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 5700 W. 112TH ST, SUITE 500, OVERLAND PARK, KS 66211, United States

This firm has no other locations.

State Registrations

Mariner Wealth Advisors is registered to service clients in the following states:

  • Florida
  • Iowa
  • Kansas
  • Minnesota
  • Missouri
  • Nebraska
  • Pennsylvania
  • South Dakota
  • Texas
  • Wisconsin

Disciplinary History

Mariner Wealth Advisors does not have any disclosures. Please visit it's Form ADV for more details.