Ryan Martini
Advisor at Equitable Advisors
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.
About
Ryan Martini is a financial advisor at Equitable Advisors with 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors, LLC for 18 years. Martini also serves as the power of attorney and executor for his mother’s trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model that includes advisory and brokerage/insurance channels to support client recommendations.
Client services
Based on Equitable Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Fee options
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
Location
Waynesville, OH
Most active in
Ryan M has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Equitable Advisors
2002 - Present (24 years)
Axa Advisors, Llc
2002 - 2020 (18 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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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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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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What About Us Financial
MY MISSION The first time I remember standing up for injustice was on the playground during 2nd grade recess. A couple of bullies were picking on a scared girl. I marched up and gave these bullies a piece of my mind and the girl and I become best friends. After entering the Financial Services industry in 2007, I quickly realized there were many “bullies” that used their knowledge to intimidate clients into pricey products and services. What About Us Financial was founded in 2019 to stand up against the status quo in Financial Services. We are the 99% that deserve our own beautifully successful life. Money is power. It brings us security and confidence. Saving and investing is not only for the rich. We can all prosper and thrive through thoughtful budgeting, savings and investing. This is my mission in life – to empower the underserved so they may obtain financial freedom and success. MY EXPERIENCE I’m a CERTIFIED FINANCIAL PLANNERTM Professional (CFP®), a Chartered Retirement Planning Counselor (CRPC®), and hold a Masters in Business Administration (MBA) in Management Innovation & Change. I have the letters to demonstrate knowledge, but it is more important to convey my heart to demonstrate compassion. I am a Fiduciary, which is the highest standard of client care. I must always act in the client’s best interest, even when it’s in opposition to mine. (This is big stuff! Do some Googling to see the efforts to hold all advisors to this standard. They have failed, so it’s still a scary world.) MY OFFICE My office is located inside my home in Bellbrook, Ohio. I see no reason to tax environmental (and personal) resources to open a fancy office space. We can meet at your favorite coffee shop, restaurant, office or kitchen table. And there is always video conferencing through Zoom, FaceTime or Skype.
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