Kevin Martin
Advisor at Oak Peak Financial
Updated today
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.
Firm
Oak Peak Financial
Location
Menlo Park, CA 94025
Credentials
CFP®, Series 65
Industry experience
10 years
About
Kevin Martin is a CFP® and Series 65-registered advisor with 10 years of industry experience. He is the principal of Oak Peak Financial, an independent advisory firm he has led since 2015. Prior to founding Oak Peak Financial, he worked at InSpeed Networks for three years. In addition to his advisory role, Martin is an IRS Enrolled Agent and provides tax preparation services as a separate engagement. Oak Peak Financial serves individual investors, including high-net-worth clients, and retirement-plan sponsors with financial planning, portfolio management, and retirement-plan consulting. The firm follows a fiduciary standard and employs a diversified, tax-efficient investment approach based on Modern Portfolio Theory, typically using low-cost index funds and ETFs alongside select individual securities and fixed income.
Expertise
Based on Oak Peak Financial
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Retirement withdrawal strategies
Fee options
Fixed fees for project-based financial planning engagements ranging from $1,000 to $6,000
$0 - $250,000: 1.00% annually $250,001 - $1,000,000: 0.80% annually $1,000,001+: 0.60% annually
$180 per hour; billed in 15-minute increments
Fee-only: Financial planning fees are fee-only; no commissions are charged or received.
Location
750 Menlo Avenue, Suite 250
Menlo Park, CA 94025
Most active in
Kevin M has reported serving >5 clients in these states in the last 12 months.
California
Work history
InSpeed Networks
2016 - 2019 (3 years)
Oak Peak Financial
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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