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| Marathon Wealth Partners Inc
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| CRD # | 337665 |
| SEC # | 801-134064 |
| CIK # | |
| AUM | 141.1 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 512-270-8977 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/30/2026) [Brochure] |
|---|
ITEM 5 Fees and Compensation
ANNUAL FEES FOR ADVISORY SERVICES
MWP is compensated for providing asset management services by charging a negotiable fee based on the
total assets under management. The fees and billing will be pre-determined in writing in the Investment
Advisory Agreement executed by you and MWP.
The fees charged for financial planning services are negotiable and vary depending on the complexity of
the process undertaken, the types of issues addressed, the scope of services provided, and the frequency
with which the services are rendered. All fees are agreed upon before entering the Financial Planning and
Consulting Agreement you sign. We may waive the agreed upon financial planning fees if you engage our
asset management services.
The below ranges are the standard fee ranges that are typically charged. We can waive the agreed-upon
financial planning fees if you engage our asset management services.
Asset Management Fee Schedule
Assets Under Management 1.00%
Financial Planning and Consulting Fee Schedule
Fixed Fee $0.00 - $200.00
FEE BILLING & PAYMENT
Our asset management fees are annual fees and are negotiable. Asset management fees are paid
quarterly in arrears. Payments are due on the first day of the calendar quarter and are based on the
account’s asset value as of the last business day of the prior calendar quarter multiplied by the applicable
annual rate and divided by four (4). The fee for the prior quarter is billed and payable within ten (10) days
after the end of the prior quarter. We will deduct our asset management fee only when in receipt of your
written authorization by executing an investment advisory agreement permitting the fees to be paid
directly from your account. We will send a copy of your invoice to the custodian at the same time that we
send a copy to you. The qualified custodian will deliver an account statement to you at least quarterly,
which will show all disbursements from your account. We urge you to review all statements for accuracy.
Your account at the custodian can also be charged for certain additional assets managed for you by us but
not held by the custodian (i.e., variable annuities, mutual funds, 401(k)s).
Financial planning and consulting fees are assessed as a one-time project fee, payable in arrears upon
completion. We will not require a fee of $1200 or more to be paid six months or more in advance. Financial
planning and consulting fees are paid via check or by direct invoicing via an electronic payment processor.
You are responsible for all third-party fees (i.e., custodian fees, mutual fund fees, transaction fees, etc.).
These fees are separate and distinct from the fees and expenses charged by MWP.
TERMINATION OF AGREEMENT
Either party can terminate the agreement by providing 30-day advance written notice. Upon termination
of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will
be due and payable up to and including the effective date of termination.
Notwithstanding the above, if we do not deliver the appropriate disclosure statement to you at least 48
hours prior to you entering into any written or oral advisory contract with us, then you have the right to
terminate the contract without penalty within five (5) business days after entering into the contract.
OTHER EXPENSES AND FEES
The fees discussed above include payment solely for the investment advisory services provided by us and
are separate from certain fees or charges that are imposed by third parties in connection with investments
made on your behalf for your account. Third-party fees can include markdowns, markups, brokerage
commissions, other transaction costs, and/or custodial fees.
All fees paid to us for asset management services are separate from the expenses charged by exchange-
traded funds and mutual funds to their shareholders. These fees and expenses will be used to pay
management fees for the funds, other fund expenses, account administration, and a possible distribution
fee. Exchanged traded funds and mutual funds can be invested in directly by you without our services.
However, you would not receive our services to assist you in determining which products or services are
most suitable for your financial situation and objectives. You should review both the fees we charge and
the fees charged by the fund(s) to understand the total fees to be paid fully.
Please refer to Item 12 of this brochure for a more detailed explanation of brokerage practices.
OTHER COMPENSATION
Certain of our associated persons are also licensed, insurance agents. In this capacity, the IARs can
recommend insurance, advisory, or other products and receive normal insurance commissions if products
are purchased through the IAR(s) in this capacity. Thus, a conflict of interest exists between the interests
of these individuals and those of the advisory clients, creating an incentive for the IAR(s) to recommend
products based on the compensation received rather than on a client’s needs. However, clients are under
no obligation to act upon any of these recommendations. Although our recommendations can include
products offered by third parties, these recommendations are not limited to such products, as all financial
planning advice provided is of a generic nature. Clients have the option to purchase insurance products
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/30/2026) [Brochure] |
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ITEM 7 Types of Clients
We provide our investment advisory services to:
- Individuals
- High Net Worth Individuals
We do not have a minimum account size for our asset management services. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 1.9 |
| (b) Individuals (high net worth individuals) | 25 | 139.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 141.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 115 | 141.1 |
| Total | 115 | 141.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 141.1 | |
| Total | 115 | 141.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pivot Point Advisors LLC
✚
|
TX | 141.7 M |
|
Integrated Financial Consulting LLC
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|
NY | 141.5 M |
|
Hawthorn Capital Management LLC
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141.1 M | |
|
Littlefield Asset Management Inc
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|
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|
Dougherty & Associates LLC
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|
Lifeplan Financial LLC
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|
MN | 141.0 M |
|
Clement Street Capital LLC
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|
IL | 141.0 M |
|
Fortune Financial Group Inc
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|
141.0 M | |
|
Immaculate Wealth Management LLC
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|
AZ | 140.8 M |
|
Clear Sky Financial LP
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|
TX | 140.6 M |