Martin Mcfarlin
Martin Mcfarlin is a registered investment advisor at Arkadios Wealth Advisors, based in Murfreesboro, TN, with 29 years of industry experience. Martin 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 12,091 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Murfreesboro, TN
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Regulatory History (1)
Customer Dispute
April 2022Other 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
Arkadios Wealth Advisors
Previous Registrations
Kalos Capital, INC.Broker
Kalos Management
NFP Securities, INC.
NFP Securities, INC.Broker
Lm Financial Partners, INC.Broker
Trusted Securities Advisors CORP.Broker
Mony Securities CorporationBroker
State Registrations4 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.