# Marathon Retirement Planning

> Marathon Retirement Planning is a state-registered investment advisory firm in Dublin, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 319258
- Filed as: MARATHON RETIREMENT PLANNING
- Legal name: Marathon Retirement Planning, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, CA
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/319258
- AdvisorCensus page: https://advisorcensus.com/firm/marathon-retirement-planning-dublin-ca-319258

## Quick answers

**How is Marathon Retirement Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Marathon Retirement Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Marathon Retirement Planning located?**
Marathon Retirement Planning's principal office is in Dublin, CA, according to its Form ADV.

**Is Marathon Retirement Planning registered with the SEC or a state?**
Marathon Retirement Planning is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 319258.

**How much does Marathon Retirement Planning manage?**
Marathon Retirement Planning reports $64,300,000 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Marathon Retirement Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (34).

**Does Marathon Retirement Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/319258

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $64,300,000
- Discretionary: $64,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $29,000,000 |
| High net worth individuals | 34 | $35,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- marathonretirementplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Marathon Retirement Planning (CRD 319258): Form ADV filing data as of October 2026.