Pedro Martinez
Pedro Martinez is a registered investment advisor at Insight Financial Services, based in Overland Park, KS, with 31 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 444 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
7101 College Blvd., Suite 740, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pedro is the owner of Insight Insurance Partners, LLC, focused on traditional insurance sales, but dedicates no time to it. He also leads Insight Financial Services, LLC as President and Chief Investment Officer, dedicating about a third of his time to financial, marketing, operations, and compliance oversight.
Employment History
Current Registrations
Insight Financial Services
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
Penumbra Advisors, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
New England Securities Corporation
Creative Planning
New England SecuritiesBroker
State Registrations5 states
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.