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Juan Martinez

Crescent Advisor Group, INC.
28 Years of Experience
Plano, TX
6 DisclosuresBroker
View SEC Summary
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Juan Martinez is a registered investment advisor at Crescent Advisor Group, INC., based in Plano, TX, with 28 years of industry experience. Juan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 228 clients with $340M in assets under management.

Crescent Advisor Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
228 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$344.4M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.25%
$500K - $1000K2.00%
$1M+2.00%

Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4975 Preston Park Blvd., Suite 820, Plano, TX, 75093

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2001
Settled
Customer Dispute
January 2001
Settled
Regulatory
November 1996
Final
Customer Dispute
November 1996
Settled
Customer Dispute
July 1995
Settled
Employment Separation After Allegations
July 1995
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Juan is a professor at Dallas College since 2007, dedicating a significant amount of time to teaching. He also serves as an officer for The 3525 Condominium, a non-profit organization, and works as a Registered Representative with Crescent Securities Group.

Employment History
Current Registrations
Crescent Advisor Group, INC.
September 2022 - Present · 4 yrs 1 mo
Crescent Securities Group, INC.Broker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Crescent Advisor Group, INC.
July 2006 - December 2008 · 2 yrs 5 mos
Crescent Securities Group, INC.Broker
January 2006 - December 2008 · 2 yrs 11 mos
Flexvest Securities Group, INC.Broker
February 1999 - June 2001 · 2 yrs 4 mos
Dillon - Gage Securities, INC.Broker
September 1997 - December 1998 · 1 yr 3 mos
Flexvest Securities Group, INC.Broker
July 1996 - September 1997 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1991 - July 1995 · 4 yrs 1 mo
Reed Securities Company, INC.Broker
April 1991 - July 1992 · 1 yr 3 mos
T.L. Reed Securities, INC.Broker
May 1990 - December 1990 · 7 mos
State Registrations2 states
AZTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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