Martin Financial Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,153,056
Total clients
11
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$195,732
About
Martin Financial Solutions is a small, state-registered independent advisory firm that provides discretionary portfolio management and financial consulting to individuals, trusts, and estates, managing roughly $2.4 million for a very limited client base. The firm also offers a bi-monthly economics-oriented newsletter on a subscription basis and, through the principal’s separate licensure, implements insurance transactions for clients.
The firm’s investment process centers on asset-allocation using primarily exchange-traded funds, with a foundational emphasis on fundamental and cyclical analysis and supplementary technical/charting methods to time trades. While the practice generally favors buy-and-hold asset allocation, it also uses more complex instruments when appropriate, including options strategies, inverse and leveraged ETFs, short sales and margin, and performs regular rebalancing and monitoring.
Distinctive features include the subscription newsletter and the principal’s independent insurance activities, which create potential conflicts because insurance recommendations generate separate commission income and occupy a material portion of the principal’s time. The firm also provides management and rebalancing of held-away retirement plan assets via an account-aggregation service, a capability that is less common among solo independent advisors.
Client services
Expertise
Fee options
$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
$200.00 per hour, negotiable
Main office location
Martin Financial Solutions, LLC
Sun City West AZ, United States
Number of offices
2
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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