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Leonard Martin

Wells Fargo Advisors
29 Years of Experience
El Paso, TX
3 DisclosuresBroker
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Leonard Martin is a registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 29 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

221 N Kansas St 1st Fl, [Tf*/Tk-Rbo], El Paso, TX, 79901

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History

Regulatory History (3)
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.
Judgment / Lien
October 2014
Judgment / Lien
May 2013
Judgment / Lien
June 2012
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Clearing Services, LLC
April 2022 - Present · 4 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
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August 2021 - May 2022 · 9 mos
PNC InvestmentsBroker
August 2021 - May 2022 · 9 mos
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October 2010 - August 2021 · 10 yrs 10 mos
St Johns Wealth Management
April 2010 - October 2010 · 6 mos
Bbva Compass Investment Solutions, INCBroker
December 2009 - May 2013 · 3 yrs 5 mos
Bbva Compass Investment Solutions, INC.
December 2009 - March 2010 · 3 mos
Uvest Financial Services Group, INC.
January 2005 - December 2007 · 2 yrs 11 mos
Uvest Financial Services Group, INC.Broker
January 2005 - December 2007 · 2 yrs 11 mos
Afs Brokerage, INC.Broker
August 2004 - January 2005 · 5 mos
New England Securities Corporation
March 2001 - June 2004 · 3 yrs 3 mos
New England SecuritiesBroker
February 2001 - June 2004 · 3 yrs 4 mos
Signator Investors, INC.Broker
March 1999 - January 2001 · 1 yr 10 mos
John Hancock Distributors, INC.Broker
February 1993 - September 1997 · 4 yrs 7 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1993 - May 1997 · 4 yrs 3 mos
State Registrations5 states
CALANMNVTX
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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