Martin Capital Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Martin Capital Planning provides portfolio management, financial planning, and pension consulting to pension and profit‑sharing plans as well as individual and high‑net‑worth clients. Like many investment managers, the firm charges asset‑based advisory fees for ongoing portfolio and pension services.
The firm documents client goals and risk tolerances in Investment Policy Statements and offers both discretionary and non‑discretionary management, using a mix of analytical methods (fundamental, quantitative, technical, charting, cyclical, and modern portfolio theory) and both long‑ and short‑term trading. Investment advice is generally focused on mutual funds, ETFs, fixed income, annuities, private placements and venture capital, with portfolio monitoring and reallocation guided by stated risk profiles.
Noteworthy distinctions include an explicit pension consulting practice for employer retirement plans — including written plan documents, manager recommendations and ongoing monitoring — which is relatively uncommon for firms in this category. The firm’s principal is a licensed insurance agent who may receive compensation for insurance product sales (a disclosed conflict of interest), and the firm also offers hourly‑billed financial planning; the advisor is newly established and currently reports no assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Annuities
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
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
Main office location
Martin Capital Planning
7 Purves Street, Suite 24
East Longmeadow MA 01028, United States
Number of offices
1
Most active in
Martin Capital Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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.
Forms ADV
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")