Pure Financial Planning to Inform Life's Decisions.

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Marim Wealth Planning offers pure financial planning through goal-oriented strategies to inform life’s decisions.

Do you receive RSU income, have multiple rental properties or have highly variable income leaving you surprised each year when preparing your taxes?

We specialize in helping clients navigate these challenges through ongoing tax planning and our separate tax preparation service.

AT MARIM WEALTH PLANNING,

We take the time to truly understand you first, factoring in age, lifestyle, income, savings, risk tolerance, taxes, family plans, real estate, retirement goals, etc; then crafting a financial strategy and a path to get there.

Many of our competitors fit a client to an investment portfolio with planning as an afterthought. We believe financial planning and investment management should be tailor fit. And as big life events happen such as career changes, IPO's, a baby or a house purchase, we're reliably by your side, adapting together.

Our clients are individuals or couples who want to take an active role in helping to shape their future and want a financial expert/advocate in their corner helping to navigate what life throws at them.

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MARIM WEALTH PLANNING

MEET OUR TEAM

MIRA M. MA, CFP®, EA

FOUNDER | PRINCIPAL

Mira serves as senior advisor, working with her highly skilled team focused on helping her clients navigate the complicated intersection of finance, real estate and taxes.

Mira is driven to develop long term relationships with her clients in order to translate their dreams into tangible and achievable goals.

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ERIN MENKING, CFP®

OPERATIONS

Erin provides planning and operations support for Marim. She brings over eight years of operations experience and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2020.

She is committed to Marim's values, the financial planning process and is conscientious about client service. Erin lives in Fort Worth, Texas with her family.

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LETTY ARANIBAR, CRTP

TAX ASSOCIATE

For the past decade, Leticia has helped individuals and small business with their tax needs working at a local accounting firm.

She has also worked with Mira the last three years as a tax associate helping with tax preparation where she will continue in this capacity at Marim Wealth Planning.

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SERVICES

ONGOING COMPREHENSIVE FINANCIAL PLANNING

We value pure financial planning and operate as a fiduciary per the CFP Board's code of ethics standards. As such, we charge a separate financial planning fee, billed monthly. Financial Plans start at $6,000+ depending on the complexity of your situation. Additional services listed below are optional and billed separately.

INVESTMENT MANAGEMENT

By separating our financial planning fees to address individual requirements, we can then lower our investment management rates across all portfolios. For clients utilizing our Ongoing Comprehensive Financial Planning services, clients will pay a fee based on a percentage of assets under management as outlined below:

ASSETS UNDER MANAGEMENT ANNUAL ADVISORY FEE

$0-$5,000,000 0.50%

$5,000,001-$10,000,000 0.25%

$10,000,001 & ABOVE 0.10%

For those that prefer to combine their financial planning fees with investment management, we can use an assets-under-management structure with an account minimum of $750,000:

ASSETS UNDER MANAGEMENT ANNUAL ADVISORY FEE

$0-$1,000,000 1.00%

$1,000,001-$2,000,000 0.85%

$2,000,001-$5,000,000 0.75%

$5,000,001-$10,000,000 0.60%

$10,000,001 & ABOVE 0.40%

TAX PREPARATION

We also offer tax preparation services for select financial planning clients. Fees are based on the complexity of the client's tax return.

CLIENT LOGIN

The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Marim Wealth Planning, LLC is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these websites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting.