Marathon Retirement Planning

Marathon Retirement Planning (CRD# 281900) is a financial advisory firm headquartered in San Ramon, CA. They manage $38,000,000 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $197,917
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Marathon Retirement Planning
Showing 1 - 2 of 2 top financial advisors.
1
Daniel W. Leonard
CRD#: 2055289
18 Crow Canyon Court, Suite 240, San Ramon, CA 94583
96
Wealthminder
score

Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Marathon Retirement Planning in San Ramon, CA and has over 5 years of experience in the finance industry. Daniel Leonard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony J. Pontes
CRD#: 1496668
18 Crow Canyon Court, Suite 240, San Ramon, CA 94583
93
Wealthminder
score

Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Marathon Retirement Planning in San Ramon, CA and has over 23 years of experience in the finance industry.

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