Advisor at Bona Fide Finance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Benjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.
Based on Bona Fide Finance
Financial Planning fixed fees: $550 for 'Ask Me Anything' session; $5,500 for Comprehensive Review (paid in three installments); Educational Seminars flat fees up to $5,000 per engagement or annual fees up to $25,000
All Plan Assets+: 0.35%
Financial Planning hourly rate: $275 per hour
Ongoing Comprehensive Planning monthly fees starting at $350, billed monthly in arrears
Minimum fee: Retirement Plan Consulting minimum annual fee: $2,500 Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Mandan, ND
California · Louisiana · North Dakota · Texas
Magni Publicani LLP (MP) dba Magni Tax Experts
2019 - Present (7 years)
Bona Fide Finance, LLC
2015 - Present (11 years)
Magnum LTL
2013 - 2018 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Bismarck, ND
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Triton Investments, LLC
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WNNW Wealth
Series 65
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Bona Fide Finance
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