Mariner Wealth Advisors

Retirement Planning Firm in Danville, CA

Firm Info
Address: 145 E Prospect Ave # 217, Danville, CA 94526, USA
Phone: (415) 927-1818

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. The firm's headquarters are located in Overland Park, KS, and they specialize in providing investment advice only. As a fee based firm, they provide their services to clients in exchange for a fee instead of relying on commissions from product sales. Their team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized investment portfolios and financial planning strategies. They work closely with each client to create a tailored plan based on their unique circumstances and risk tolerance. In addition to their investment advice services, Mariner Wealth Advisors also offers referral services to prospective clients to their affiliate company, Mariner, LLC d/b/a Mariner Wealth Advisors. This allows clients to access a broader range of financial services and support, further enhancing their financial journey. All in all, Mariner Wealth Advisors offers a comprehensive suite of services designed to support all aspects of a client's financial life.

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

Mariner Wealth Advisors' Part 2 Brochure note about investment minimums does not provide any information regarding their investment minimums.

How This Office Can Help Danville, CA Residents

Mariner Wealth Advisors is an organization that assists clients in managing their finances in Danville, CA. The company provides a wide range of wealth management services that are tailored to meet the needs of anyone living in the area, from young professionals to retirees. For instance, many people in Danville, CA are concerned about the high cost of living and the need to save for retirement. For this reason, Mariner Wealth Advisors provides investment advice, retirement planning, tax planning, and estate planning, among other services, to help clients achieve their financial goals. Additionally, the company helps clients manage their debt, budget their expenses, and plan for unexpected expenses, such as medical emergencies or job loss. Furthermore, many people in Danville, CA are small business owners, and Mariner Wealth Advisors provides services that meet their specific financial needs. This includes business planning, cash flow analysis, risk management, and other services that help small businesses grow and prosper. As the cost of living in Danville, CA continues to rise and people's financial situations become more complex, Mariner Wealth Advisors is committed to providing solutions that allow clients to enjoy financial security and independence.

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 145 E Prospect Ave # 217, Danville, CA 94526, USA
Phone (415) 927-1818
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

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.