Martinsen Wealth Management logo

Martinsen Wealth Management

Updated today

Client assets under management

$141,101,258

Clients

354

8% high-net worth

Advisors

7

of 19 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

51

Low

Average account size

$398,591

About

Martinsen Wealth Management (MWM) provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, corporations, and retirement plans. The brochure describes portfolio management delivered through model portfolios and direct asset management, plus ancillary services such as estate‑planning coordination, credit and identity‑theft monitoring, and paid educational seminars.

The firm generally manages accounts on a discretionary basis and implements both proprietary and third‑party model portfolios via an arrangement with AE Wealth Management; its investment toolkit includes direct indexing, strategic and tactical asset allocation, and option strategies such as covered call writing. MWM operates a wrap‑fee program for its asset management clients and routes billing, trading, and reporting through AE Wealth Management as disclosed in the brochure.

Noteworthy distinctions include an affiliated tax‑preparation business (M50 Tax Pros, LLC) and an affiliated insurance agency; the brochure discloses that many of the firm’s financial professionals are licensed insurance agents, spend substantial time on insurance sales, and may receive commission‑based compensation in addition to advisory fees. The firm also describes relationships with an insurance marketing organization (Advisors Excel), discloses these potential conflicts in its code of ethics, and offers non‑investment services (estate planning support and credit/identity monitoring) that are not typical for all peer teams.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting Options & derivatives strategies

Fee options

Percentage

$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.40% annually $500,001 - $750,000: 1.30% annually $750,001 - $1,000,000: 1.20% annually $1,000,001 - $1,500,000: 1.00% annually $1,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Other

Account minimum: $250,000

Main office location

Martinsen Wealth Management

7855 S. River Parkway, Suite 201

Tempe AZ 85284, United States

Number of offices

3

Most active in

Arizona · California · Florida · Nebraska · New Mexico · North Carolina · Texas · Utah · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ethan B

Series 65

Tempe, AZ

Martinsen Wealth Management

Ethan Bell is a financial advisor at Martinsen Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Martinsen, he worked at Adams Wealth Advisors for two years. Outside of financial advising, he trains youth soccer locally several times a month. Martinsen Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing model portfolios and direct asset management. The firm provides ancillary services such as estate-planning coordination and credit monitoring, and operates a wrap-fee program in partnership with AE Wealth Management.

Tax-loss harvesting Options & derivatives strategies
user avatar

Kenneth H

Series 63, Series 65

Tempe, AZ

Martinsen Wealth Management

Kenneth Holmes is a financial advisor with Martinsen Wealth Management, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked with First Advisors National, LLC and FSC Securities Corporation, and has operated Holmes Financial Services since 2009. Outside of advising, he volunteers with the nonprofit Wish For Our Heroes, assisting in building relationships to support active duty military families, and creates educational DIY content through his personal project, Frog IT AZ. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs model portfolios and direct asset management, offering additional services such as estate-planning coordination and credit monitoring, with a range of investment strategies including direct indexing and option strategies.

Tax-loss harvesting Options & derivatives strategies
user avatar

Mark G

Series 63, Series 65

Tempe, AZ

Martinsen Wealth Management

Mark Goaslind is a financial advisor at Martinsen Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC. Outside of his advisory roles, he has been involved with the Church of Jesus Christ of Latter-Day Saints since 2012. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with ancillary services such as estate-planning coordination and credit and identity-theft monitoring.

Tax-loss harvesting Options & derivatives strategies
user avatar

Jeremy V

CFP®, Series 66

Tempe, AZ

Martinsen Wealth Management

Jeremy Vaught is a CFP® professional with nine years of industry experience, currently serving at Martinsen Wealth Management. He has previously worked at Ameriprise Financial Services, The Prudential Insurance Company of America, and First Advisors National. Outside of his advisory role, he is involved in golf equipment sales as a sales associate with 2nd Swing Golf. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with estate-planning coordination, credit and identity-theft monitoring, and educational seminars.

Tax-loss harvesting Options & derivatives strategies
user avatar

Kevin B

Series 63, Series 65

Grand Prairie, TX

Martinsen Wealth Management

Tax-loss harvesting Options & derivatives strategies
user avatar

Lane M

Series 65

Tempe, AZ

Martinsen Wealth Management

Lane Martinsen is a financial advisor at Martinsen Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked at First Advisors National, LLC for 10 years. Outside of advisory work, Martinsen is the president and owner of M50 Tax Pros, LLC, a tax preparation and filing service. Martinsen Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing investment advisory and financial planning services. The firm manages portfolios primarily on a discretionary basis using proprietary and third-party model portfolios and offers additional services such as estate-planning coordination and credit and identity-theft monitoring.

Tax-loss harvesting Options & derivatives strategies
user avatar

William G

Series 65

Tempe, AZ

Martinsen Wealth Management

William Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Advisors National, LLC and Blue Cloud Pediatric Surgeries. His background also includes roles in higher education and public service. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with ancillary services such as estate-planning coordination and credit and identity-theft monitoring.

Tax-loss harvesting Options & derivatives strategies
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