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Martin Mcfarlin

Arkadios Wealth Advisors
29 Years of Experience
Murfreesboro, TN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Martin Mcfarlin is a registered investment advisor at Arkadios Wealth Advisors, based in Murfreesboro, TN, with 29 years of industry experience. Martin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

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

Location

Murfreesboro, TN

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History

Regulatory History (1)
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
April 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Martin is involved in several business activities, including writing and publishing, life insurance and annuity sales, hemp farming, a CBD products company, and real estate. He dedicates about 10-20% of his time to writing and publishing, a few hours per week to the CBD business, and a few hours per week to the other activities.

Employment History
Current Registrations
Arkadios CapitalBroker
March 2020 - Present · 6 yrs 7 mos
Arkadios Wealth Advisors
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Kalos Capital, INC.Broker
April 2013 - March 2020 · 6 yrs 11 mos
Kalos Management
April 2013 - March 2020 · 6 yrs 11 mos
NFP Securities, INC.
January 2004 - May 2013 · 9 yrs 4 mos
NFP Securities, INC.Broker
September 2002 - May 2013 · 10 yrs 8 mos
Lm Financial Partners, INC.Broker
September 2001 - September 2002 · 1 yr
Trusted Securities Advisors CORP.Broker
April 2001 - September 2001 · 5 mos
Mony Securities CorporationBroker
January 1997 - September 2001 · 4 yrs 8 mos
State Registrations4 states
ALGATNTX
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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