Mariner Wealth Advisors

Retirement Planning Firm in Scarsdale, NY

Firm Info
Address: 2 Overhill Rd #400, Scarsdale, NY 10583, USA
Phone: (646) 847-7049

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 is a reputable financial planning firm that serves various types of clients who have diverse financial goals and objectives. The firm caters to high net worth individuals, families, and businesses looking to grow and protect their wealth. They also provide comprehensive financial planning services to retirees, professionals, and individuals in need of investment management services. Furthermore, they specialize in offering customized financial solutions to trustees, charitable organizations, and endowments. With their wide range of expertise, MARINER WEALTH ADVISORS are well-equipped to offer tailored and effective advice to clients from various backgrounds. When it comes to fee structures, clients of MARINER WEALTH ADVISORS have access to several options, depending on the services they require. The firm offers fee-only arrangements that are based on a percentage of a client's assets under management, as well as hourly rates for consultations. They also provide performance-based fees for investment management services, including mutual fund and exchange-traded fund management. Furthermore, they offer project-based fees for specific plans, research, and portfolio designs. MARINER WEALTH ADVISORS is committed to providing transparent and reasonable fee arrangements that align with their clients' expectations and needs. With their flexible fee structures, they ensure that their clients receive comprehensive and cost-effective financial planning services.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Mariner Wealth Advisors does not mention an investment minimum. However, it is important to note that they do not provide investment advice nor manage assets for any type of client. Instead, they offer referral services to Mariner Wealth Advisors through the introduction of prospective clients, which can include individuals (including high net worth individuals), pension and profitsharing plans, corporations, and businesses. It is best to directly contact Mariner Wealth Advisors for specific information on investment minimums and other related inquiries.

How This Office Can Help Scarsdale, NY Residents

Mariner Wealth Advisors provides comprehensive financial planning and investment management services to clients in Scarsdale, NY. Scarsdale is a wealthy suburb of New York City, and many residents have high net-worth, complex financial situations, including managing investment portfolios, retirement planning, tax strategies, and estate planning. Mariner Wealth Advisors offers a team of experienced financial professionals with expertise in these areas to assist clients in achieving their financial goals. Their services include financial planning that is personalized to their clients' unique needs and goals. They develop strategies to optimize their clients' income, minimize taxes, and maximize returns. They also offer investment management services that are tailored to their clients' risk tolerance and investment objectives, with access to a broad range of investment opportunities. For those planning for retirement, they provide expert advice on Social Security, annuities, and other retirement planning options. Overall, Mariner Wealth Advisors provides comprehensive assistance to individuals and families in Scarsdale, NY, navigating the complex financial landscape with confidence.

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 2 Overhill Rd #400, Scarsdale, NY 10583, USA
Phone (646) 847-7049
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.