Michael Martinez is a registered investment advisor at The Pension Group, based in Dublin, OH, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 599 clients with $180M 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% |
Fees can range up to 2% depending on the third-party program used, and total combined fees will not exceed 3% per year. Fees may be negotiable in some instances.
Fee Estimator
Location
700 Stonehenge Parkway, Suite B, Dublin, OH, 43017
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
Michael is the president of One Resource Group Wealth Management, LLC, an insurance business, and spends about a quarter of his time writing checks and handling insurance matters. He also dedicates about a quarter of his time to The Pension Group, focusing on pension planning, investments, financial planning, and income planning.
Employment History
Current Registrations
The Pension Group
Previous Registrations
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Monticello Investment Services, INC.
Midamerica Financial Services, INC.Broker
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Sii Investments, INC.
Sii Investments, INC.Broker
Signator Investors, INC.Broker
State Registrations6 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.
Exams
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