Mariner Wealth Advisors

Retirement Planning Firm in Tulsa, OK

Firm Info
Address: 4200 E Skelly Dr Suite 950, Tulsa, OK 74135, USA
Phone: (918) 991-6900

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 providing investment advice only since 2017. Their headquarters are located in Overland Park, KS, and they have a fee-based fee arrangement. Along with their investment advisory services, Mariner also offers the referral of prospective clients to Mariner, LLC d/b/a Mariner Wealth Advisors. As a registered investment advisory firm, Mariner Wealth Advisors specializes in providing investment advice to their clients. Through their fee-based fee arrangement, they charge their clients for the financial advice and guidance they offer. This arrangement allows clients to receive objective financial advice that is not influenced by commissions or other financial incentives. Since their establishment in 2017, Mariner Wealth Advisors has been dedicated to providing their clients with the best investment advice possible. Their team of experienced advisors helps clients to develop a comprehensive investment strategy that is tailored to their specific goals and needs. By providing investment advice only, Mariner is able to focus all of their resources on providing the highest quality advice possible. In addition to their investment advisory services, Mariner Wealth Advisors also offers a referral service to Mariner, LLC d/b/a Mariner Wealth Advisors. Through this service, they refer prospective clients to Mariner Wealth Advisors for financial advice and guidance. This service provides an additional benefit to clients who are interested in receiving financial advice from an experienced and reputable firm.

Mariner Wealth Advisors is a prestigious financial advisory firm that caters to a wide variety of clients, ranging from high net worth individuals, private foundations, corporations, to institutions. They provide personalized and comprehensive advice on wealth management, investment management, retirement planning, estate planning, tax strategies, insurance, and more. They understand that each client has unique financial goals and requirements, which is why they offer customized solutions based on individual needs and risk tolerance. When it comes to fee structures, Mariner Wealth Advisors offers various options that suit different types of services. They have a fee-only structure, which means that their compensation comes from the client's assets under management. This structure is transparent and eliminates conflicts of interest that arise from commissions or other compensation schemes. They also have a hybrid fee structure, which combines a fixed fee and a commission-based fee. This structure is suitable for clients who have diverse financial needs and want flexibility in their payment options. Furthermore, they have performance-based fees, which are calculated based on the returns achieved by the investments that they manage on behalf of the clients. Lastly, they offer hourly or project-based fees, which are applicable for clients who require specific financial services as opposed to a more holistic approach. Overall, Mariner Wealth Advisors' fee structures align with their ethos of putting their clients' interests first and delivering exceptional value.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Mariner Wealth Advisors does not mention an investment minimum, as they do not directly provide investment advice or manage assets for any clients. Instead, they provide referral services to MWA for prospective clients, including individuals, high net worth individuals, pension and profit-sharing plans, corporations, and businesses.

How This Office Can Help Tulsa, OK Residents

Wells Fargo Advisors is committed to helping clients in Rowan County, NC navigate the complex world of finance. They provide personalized financial planning services and investment advice to help their clients achieve their financial goals. Whether it's developing a retirement plan, managing investments, or creating a legacy for future generations, Wells Fargo Advisors has the expertise to help clients in Rowan County plan for their financial future. For residents of Rowan County, NC, there are various financial situations they may be facing. Some people may be struggling with debt or managing their finances from month to month. Others may be preparing for retirement or wanting to invest in their children's education. Wells Fargo Advisors can assist clients with all these financial challenges. They offer a range of investment options, including mutual funds, stocks, and bonds, as well as retirement planning and education savings plans. By working with Wells Fargo Advisors, clients in Rowan County can have peace of mind that their finances are well-managed and that they are on the path to achieving their financial goals.

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 4200 E Skelly Dr Suite 950, Tulsa, OK 74135, USA
Phone (918) 991-6900
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.

FREQUENTLY ASKED QUESTIONS

Retirement Planning FAQs