Martin Bender
Martin Bender is a CFP-designated registered investment advisor at Northwest Asset Management, based in Gilbert, AZ, with 28 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 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
Gilbert, AZ
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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
Martin is a licensed insurance producer in Arizona, spending about 10-20% of his time on this activity. He is also the manager of Bender Financial Planning, LLC, dedicating minimal time, and the secretary for Mesa Metropolitan Assoc./Bowling League, spending a few hours per week.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Accelerated Capital GroupBroker
Ashton Thomas Private Wealth, LLC
Strategic Advisers, INC.
Portfolio Advisory Services
Fidelity Brokerage Services LLCBroker
State Registrations2 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.