Advisor at Martin Capital Planning
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
Martin Capital Planning
Location
East Longmeadow, MA 01028
Credentials
Series 66
Industry experience
6 years
Ryan Martin is a financial advisor at Martin Capital Planning with six years of industry experience. He previously worked at Raymond James Financial Services, Inc. and has held roles at INVUITY Inc., Hologic Inc., and Checkwriters Payroll. Martin is a licensed insurance agent. Martin Capital Planning provides portfolio management, financial planning, and pension consulting services to pension and profit-sharing plans as well as individual and high-net-worth clients. The firm uses a mix of analytical methods and offers both discretionary and non-discretionary management, with a noted pension consulting practice for employer retirement plans.
Based on Martin Capital Planning
Based on Martin Capital Planning
Financial planning fixed fees negotiated between $1,500 and $5,000
$250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 0.95% $3,000,000+: 0.85%
$500 per hour for financial planning services
Account minimum: $250,000
7 Purves Street, Suite 24
East Longmeadow, MA 01028
Massachusetts · Texas
Martin Capital Planning
2025 - Present (1 year)
Raymond James Financial Services, inc.
2019 - 2025 (6 years)
INVUITY Inc.
2018 - 2019 (1 year)
Hologic Inc.
2016 - 2018 (2 years)
Checkwriters Payroll
2014 - 2016 (2 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.
Series 63, Series 65
Springfield, MA
USA 401K
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
CFP®
Longmeadow, MA
Toole Financial
CFP®, Series 63
Ellington, CT
Financial Answers, LLC
Series 65
East Windsor, CT
WPG Advisory Group, LLC
Series 65
Agawam, MA
Verducci Asset Management, Inc.
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