Advisor at BOLT Wealth Management LLC
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
BOLT Wealth Management LLC
Location
Clovis, CA
Credentials
Series 65
Industry experience
3 years
Noah Martinez is a Series 65 licensed advisor at BOLT Wealth Management LLC with three years of industry experience. He has worked at BOLT Wealth Management since 2022 and has held roles within the Clovis Unified School District since 2019. In addition to his advisory work, Martinez is a licensed insurance agent offering insurance products through unaffiliated issuers. BOLT Wealth Management LLC is a team-based registered investment adviser serving individuals, small businesses, and retirement plan sponsors. The firm provides customized financial planning, portfolio management, retirement-plan advice, educational workshops, and tax preparation, managing approximately $41.3 million for about 121 clients with an emphasis on nondiscretionary portfolio supervision.
Based on BOLT Wealth Management LLC
Based on BOLT Wealth Management LLC
$0 - $250,000: 1.50% annually $250,000.01 - $500,000: 1.25% annually $500,000.01 - $750,000: 1.00% annually $750,000.01 - $1,000,000: 0.90% annually $1,000,000.01+: 0.75% annually
Financial planning services at $250 per hour
Minimum fee: Retainer fee of $1,250 per quarter, paid in advance Fee-only: Financial planning hourly fee of $250; Tax preparation fees $350/hour individuals/couples, $450/hour self-employed
Clovis, CA
California
BOLT Wealth Management LLC
2022 - Present (4 years)
Clovis Unified School District
2022 - Present (4 years)
Clovis Unified School District
2019 - Present (7 years)
California State University, Fresno
2018 - 2022 (4 years)
Clovis East High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, Series 66
Fresno, CA
Diversified Wealth Management Solutions, LLC
CFP®, CRPC®
Fresno, CA
Coffeehouse Capital
Welcome to Coffeehouse Capital! I’m the Founder and President of Coffeehouse Capital, an independent fee-only financial planning and investment management firm. I’ve been in the banking and Wealth Management industry since 2007, first with Bank of America, Banc of America Investments, then Merrill Lynch. As a CFP® professional and fiduciary, I now provide comprehensive financial planning, wealth management and financial advice to a broader population. With years of experience, my mission is to help build and manage wealth through comprehensive financial planning and education. I have experience serving busy professionals and families, current and future retirees and business owners. I am a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning CounselorSM. Chartered Retirement Planning CounselorSM I work with clients in person in the surrounding central California area or virtually anywhere through the use of technology. Areas of experience include: 529 College Education Planning Assessing and analyzing current financial and life goals Asset allocation review, education and strategies Cash flow and retirement planning Creating and managing GOALs based financial plans Creating and managing GOALs based investment portfolios Digital asset education Investment education Levering and coordinating with other professionals (CPAs, EAs, Estate Planning Attorney’s, Insurance, etc.) Loss of loved ones Ongoing financial plan and investment monitoring Organizing for Financial wellness Reviewing and managing 401(k), 457 (b)s and traditional retirement plans It all starts with a conversation, let's connect!
CFP®, Series 63
Fresno, CA
JSW Global Capital Group
Series 65
Fresno, CA
RR Financial Management LLC
Series 66
Fresno, CA
Tri-Quest Investment Advisors
CFP®, Series 66
Fresno, CA
The Foundation Wealth Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")