Mariner Wealth Advisors

Wealth Management Firm in Arapahoe County, CO

Firm Info
Address: 8871 S Ridgeline Blvd Suite 100, Highlands Ranch, CO 80129, USA
Phone: (303) 470-1209

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 since 2017. The firm is headquartered in Overland Park, KS, and operates on a fee-based arrangement. As a registered investment advisory firm, Mariner Wealth Advisors offers investment advice only and is committed to providing its clients with comprehensive financial solutions to help them achieve their investment goals. At Mariner Wealth Advisors, the team of experienced advisors has a deep understanding of investments and a proven track record of delivering holistic solutions tailored to fit each client's unique needs. The firm's services are based on a fee arrangement, which is transparent and fair, ensuring that clients receive objective advice that aligns with their investment objectives. Additionally, Mariner Wealth Advisors offers referral services to Mariner, LLC d/b/a Mariner Wealth Advisors. Through this service, the firm partners with other financial institutions that refer prospective clients to them. This collaboration enables Mariner Wealth Advisors to expand its reach and serve more clients in need of investment advice and comprehensive financial solutions. Overall, Mariner Wealth Advisors is an investment advisory firm with a commitment to providing top-notch financial solutions to its clients. From investment advice only to referral services, the firm ensures that its clients receive expert guidance and tailored solutions to help them achieve their investment goals.

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 Arapahoe County, CO Residents

Allstate is a leading insurance provider in the United States that is dedicated to assisting clients in Menlo Park, CA, with various financial situations. The city is renowned for its expensive real estate and high cost of living, which can put pressure on family finances. Allstate offers a range of insurance policies to help individuals and families prepare for life's uncertainties, including home, auto, and life insurance. Allstate's coverage options are tailored to meet the specific needs of Menlo Park residents carefully. For instance, homeowners in Menlo Park face unique challenges due to the high cost of real estate, making it vital to have guaranteed protection for their homes. Allstate offers homeowner's policies that provide coverage for damage caused by wind, hail, and fire, among others. Additionally, car owners in Menlo Park can leverage Allstate's auto insurance policies to protect themselves from financial losses in the case of vehicular accidents, theft, and natural disasters. These policies help Menlo Park residents stay protected and financially secure during difficult times.

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 8871 S Ridgeline Blvd Suite 100, Highlands Ranch, CO 80129, USA
Phone (303) 470-1209
Directions
Google My Business Reviews:
3 Stars

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.