Marin Wealth Advisors

What Marin Wealth Advisors does

Marin Wealth Advisors is a privately held, fee-only registered investment advisory firm (RIA) organized as an LLC in California and founded in 2012. The firm operates from a three-office Bay Area footprint anchored at 4040 Civic Center Drive in San Rafael, with additional offices in San Francisco (50 California Street) and Palo Alto (2100 Geng Road). It is led by Robert Hunter as Principal and Founder, supported by one additional wealth advisor (Marjan Soleimanieh) and a small operations and client support team, placing total headcount in the 1-10 band.

The firm delivers four core advisory services: (1) Financial Planning on an hourly fee-only basis without commissions, (2) Investment Management using ETFs, mutual funds, and individual securities for fee-based recurring revenue, (3) Stock Compensation Guidance covering ISOs, NQSOs, RSUs, and ESPPs with tax and AMT planning for tech employees, and (4) Sustainable/ESG Portfolios constructed from MSCI-rated ESG funds. Underlying technology consists of an interactive, real-time visual financial planning tool, a secure online client dashboard provided via YHL software that aggregates accounts and financial plans, and a digital onboarding workflow. The firm holds itself out as a fiduciary under the CFP Board framework and is CCPA-compliant.

Revenue is generated through a hybrid fee model combining hourly planning fees and recurring AUM-based investment management fees, supplemented by specialized advisory engagements for stock compensation and ESG mandates. The go-to-market is sales-led and relationship-driven: free one-hour consultations for both financial planning and stock compensation generate inbound leads, which are converted into ongoing advisory relationships governed by quarterly reviews. Customer concentration is centered on two prioritized segments, University of California employees (served through a Fidelity partnership) and Bay Area tech workers with equity compensation, alongside early-career professionals, pre-retirement empty nesters, and current retirees. The firm operates with no external funding, no parent company, and no disclosed institutional ownership.

Name

Marin Wealth Advisors

Legal name

Marin Wealth Advisors LLC

Website

https://marinwealthadvisors.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Marin Wealth Advisors is a fee-only, fiduciary registered investment advisory firm serving Bay Area individuals and families with financial planning, investment management, stock compensation advisory, and sustainable/ESG portfolios, with specialized practices for University of California employees and tech workers.

Ownership category

akta.pro rank

Headquarters

HQ city

San Rafael

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Services: Provides financial planning services on an hourly fee-only basis with no commission charges. Investment expertise informs financial planning services.
2. Investment Management: Fee-only investment management services using ETFs, mutual funds, and individual securities. Clients access portfolios through secure online dashboard.
3. Stock Compensation Advisory: Specialized advisory services for employee stock compensation including ISOs, NQSOs, RSUs, and ESPPs. Free one-hour compensation plan review consultation offered.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Marin Wealth Advisors is a fee-only registered investment advisory firm offering personalized financial planning, investment management, stock compensation advisory, and sustainable (ESG) portfolio services to individuals and families. Financial planning is delivered on an hourly fee-only basis with no commissions, while investment management is fee-based using ETFs, mutual funds, and individual securities. The firm serves clients primarily in the San Francisco Bay Area through offices in San Rafael, San Francisco, and Palo Alto.

Product overview

Marin Wealth Advisors operates as a fee-only registered investment advisory firm offering four core wealth management services: Financial Planning, Investment Management, Stock Compensation Guidance, and Sustainable Portfolios (ESG investing). The firm is structured as a boutique advisory practice providing personalized services through individualized portfolios and hourly-based financial planning. The product suite is unified under the Marin Wealth Advisors brand, with clients accessing their accounts through a secure client portal. The firm follows the CFP Board financial planning framework and serves clients throughout the San Francisco Bay Area.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Personalized financial planning services provided on an hourly fee-only basis. The firm works closely with clients to understand their financial situation and create customized roadmaps tailored to personal and family goals, including planning for education, retirement, and estate needs.
• Investment Management Comprehensive investment management services utilizing ETFs, no-load and index mutual funds, growth stocks, value stocks, Treasury and corporate bonds, tax-free municipal bonds, and REITs. The firm creates individualized investment portfolios aligned with client risk tolerance, time horizon, and financial aspirations.
• Stock Compensation Guidance Expert advisory services for employee stock compensation including Incentive Stock Options (ISO), Non-Qualified Stock Options (NQSO), Employee Stock Purchase Plans (ESPP), and Restricted Stock Units (RSU). Services include tax planning, exercise timing strategies, and AMT considerations.
• Sustainable Portfolios (ESG Investing) Sustainable and socially responsible investment portfolios focused on ESG (Environmental, Social, and Governance) criteria. The firm creates portfolios using ESG-rated funds (including MSCI-rated investments from AAA to CCC) to align client investments with carbon reduction goals and sustainable business practices.

Quantifiable outcome

• Carbon reduction through sustainable portfolio investing

Named customers2 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Fidelity InvestmentscoreStrategic or Co-development PartnerMarin Wealth Advisors has an agreement with Fidelity to manage retirement assets for University of California employees on their behalf, using the funds available to UC employees. This partnership enables them to optimize retirement benefits for their UC employee clients.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Empower Personal Dashboard (formerly Personal Capital): Large digital wealth manager combining free financial tools, advisory services, and investment management for HNW and mass-affluent clients. Competes head-to-head with boutique RIAs on dashboard-driven planning and AUM-based pricing.
• Fisher Investments: Large private investment management firm serving HNW individuals and institutions with discretionary portfolio management. Broad incumbent in the same wealth management category but with global scale and a different distribution model.
• Charles Schwab Private Client: Schwab's private client and wealth advisory services provide investment management and planning at scale across the U.S. A broad incumbent competitor putting pricing pressure on boutique fee-only RIAs.
• Vanguard Personal Advisor Services: Hybrid digital-plus-human advisory service from Vanguard offering ongoing financial planning and portfolio management at very low fees. A broad incumbent competing with Marin Wealth Advisors primarily on price and brand.

Emerging players

• Facet Wealth: Digital-first RIA delivering flat-fee financial planning and investment advice via remote CFP professionals. Targets HNW households underserved by traditional firms and competes with Marin Wealth Advisors on accessible, technology-enabled planning.
• Rebalance 401k / Retirement Consulting: Boutique investment advisory firm specializing in retirement planning and 401(k) management with a Bay Area presence. Competes with Marin Wealth Advisors' UC employee retirement niche and broader retirement-focused planning.

Direct peers

• Halbert Hargrove Global Advisors: Fiduciary, fee-only RIA serving HNW individuals and families with comprehensive financial planning, investment management, and tax-aware advisory. Directly comparable as a West Coast boutique fiduciary practice competing for the same HNW client base.
• EP Wealth Advisors: Fee-only RIA headquartered in the Los Angeles area with a multi-office California footprint, providing financial planning and investment management to HNW households. Similar boutique fiduciary model targeting West Coast HNW families.
• Mariner Wealth Advisors: Large national fee-only RIA offering comprehensive financial planning, investment management, and tax advisory to HNW families and institutions. Comparable fiduciary model and product suite, though at significantly greater scale.
• Pure Financial Advisors: Fee-only RIA based in California with a Bay Area presence, offering financial planning, investment management, and retirement-income planning for individuals and families. Closely comparable boutique RIA competing for similar HNW and retiree segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/marinwealthadv
• Facebookfacebook.com/marinwealthadvisors

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marin Wealth Advisors