Kevin Bonn is a registered investment advisor at Martinsen Wealth Management, based in Grand Prairie, TX. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 366 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
366 clients
Average Client Portfolio
$391K average
Assets Under Management
$143.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Household accounts can be combined to reach lower fee tiers. Martinsen Wealth Management reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Grand Prairie, TX
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2021Settled
Financial
July 2018Final
Employment History
Current Registrations
Martinsen Wealth Management
April 2026 - Present · 6 mos
State Registrations1 state
TX
Advisor
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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