Guides › Financial Advisor Fees
Updated September 18, 2026. Quick answer: Mariner Wealth Advisors discloses a maximum, individually negotiated rate of 2.5% in its Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure (March 30, 2023). Converted to dollars, that runs $12,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure (March 30, 2023): “The structure and level of our advisory fee will vary by client based upon the services provided and other considerations deemed relevant by us, but typically takes the form of a percentage of assets under management and/or advisement, ranging up to 2.50% per annum. … All fee arrangements are subject to negotiation.”
The published maximum: 2.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,250 | 2.50% |
| $500,000 | $12,500 | 2.50% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $50,000 | 2.50% |
Mariner does not publish a dollar-breakpoint fee table; its Form ADV states a single ceiling of ‘ranging up to 2.50% per annum,’ individually negotiated per client. The dollar figures apply the disclosed 2.50% ceiling as a flat rate to each balance (balance x 0.025); an actual negotiated rate is very likely lower, especially at higher balances. Note on currency: this is the combined CRS/ADV Part 2A/Privacy document currently live at Mariner’s own published URL; its internal revision date, stated on the cover page, is March 30, 2023 – no more recent public version of Mariner, LLC’s firm-level Part 2A brochure (as opposed to smaller affiliated entities like Mariner Institutional or Mariner Platform Solutions) could be located.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Mariner Wealth Advisors’s own published rate runs $12,500 a year.
Comparing Mariner Wealth Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Mariner, LLC (d/b/a Mariner Wealth Advisors) Form ADV Part 2A Brochure (March 30, 2023): https://www.marinerwealthadvisors.com/wp-content/uploads/2022/04/MWA-CRS-ADV-PART-2A-PRIVACY.pdf
- SEC Investment Adviser Public Disclosure, Mariner, LLC d/b/a Mariner Wealth Advisors (CRD #140195): https://adviserinfo.sec.gov/firm/summary/140195
- Mariner, LLC d/b/a Mariner Wealth Advisors, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/140195/PDF/140195.pdf
Methodology. This page was built September 18, 2026, drawing on Mariner Wealth Advisors’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Is Mariner Wealth Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Mariner Wealth Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Thinking about leaving Mariner Wealth Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Charles Schwab.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Empower Personal Wealth, vs TIAA Wealth Management.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs SoFi Invest, vs Vanguard Personal Advisor, vs Betterment Premium.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Creative Planning.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Buckingham Strategic Wealth, vs CAPTRUST.
Weighing whether to move ahead? Read the full Mariner Wealth Advisors review, including its fiduciary status and what it costs to leave.
Comparing Mariner Wealth Advisors against other options? See Mariner Wealth Advisors alternatives, including a lower-fee full-service firm, a flat-fee route, and a robo/hybrid.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Fidelity.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Edward Jones.
See how Mariner Wealth Advisors compares directly, dollar for dollar: vs Fisher Investments, vs Savant Wealth Management, vs Wealth Enhancement Group.