Mariner Wealth Advisors

Wealth Management Firm in Houston, TX

Firm Info
Address: 1800 Bering Dr #250, Houston, TX 77057, USA
Phone: (713) 344-9300

Firm Size
Assets Under Management: $0
# of Advisors: 33
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 57

Services Offered
  • Other

Available Fee Structures
  • Other

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Mariner Wealth Advisors Overview

Mariner Wealth Advisors is an investment advisory firm that offers fee-based services to its clients. The firm has its headquarters in Overland Park, KS, and has been providing investment advisory services since 2017. As a registered investment advisory firm, Mariner Wealth Advisors focuses solely on providing investment advice to its clients. In addition to investment advisory services, Mariner Wealth Advisors also offers referral services to prospective clients via Mariner, LLC. This service provides individuals with valuable insights into the advisory industry as a whole, increasing their chances of making informed investment decisions. Overall, Mariner Wealth Advisors is a promising advisory firm in the industry, with its commitment to providing fee-based, investment-only advice reflecting a high level of professionalism. The firm's reputation and expertise in the industry make it an ideal choice for individuals and businesses seeking sound investment advice.

Mariner Wealth Advisors prides itself on serving a diverse range of clients, including individuals, families, business owners, and institutions. Their team of experienced advisors is well-equipped to provide comprehensive financial planning and investment management services that meet the unique needs of each client. They understand that financial goals and circumstances are varied and complex, and their mission is to provide personalized solutions that help clients achieve their goals. When it comes to fee structures, Mariner Wealth Advisors offers a variety of options depending on the service provided. Some clients may prefer a fee-based model, where compensation is based on a percentage of assets under management. Others may prefer hourly or project-based fees for specific financial planning needs. Additionally, certain investment products may have associated fees, such as mutual funds or exchange-traded funds. It is important to note that all fees and compensation are transparent and disclosed upfront to clients, and the team at Mariner Wealth Advisors prioritizes open communication and full transparency throughout the entire financial planning process.

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 the firm does not provide investment advice nor manage assets for any type of client. Instead, Mariner Wealth Advisors provides referral services to MWA through the introduction of prospective clients. These clients can include individuals (including high net worth individuals), pension and profit sharing plans, corporations, and businesses.

How This Office Can Help Houston, TX Residents

Mariner Wealth Advisors is a financial advisory firm that offers comprehensive financial planning and investment management services to clients in Houston, TX. Their team of experienced advisors helps individuals and families navigate complex financial situations, such as planning for retirement, managing wealth, and dealing with unforeseen events. Houston residents may face unique financial challenges, such as hurricane and flood damage, oil and gas industry fluctuations, and income inequality. Mariner Wealth Advisors works with clients to assess their individual financial situation, create a customized plan, and manage their investments accordingly. They also provide guidance on risk management, charitable giving, and estate planning to ensure that their clients are prepared for whatever the future may bring. Overall, Mariner Wealth Advisors is a valuable resource for anyone looking to achieve financial security in Houston, TX.

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.

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

This Office Location

Firm location 1800 Bering Dr #250, Houston, TX 77057, USA
Phone (713) 344-9300
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
Google My Business Reviews:
5 Stars  |  1 Reviews

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.

Updated on March 31, 2023