Todd Martin is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Lancaster, PA, with 19 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1755 Oregon Pike, Suite 100, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd co-owns a vacation rental property called Castle in the Sand, dedicating minimal time to it. He also works as a paraplanner for Teacher Benefit Strategies LLC, spending nearly full-time hours on tasks such as trading, data input, client meeting preparation, and assisting with daily operations.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Vanguard Marketing CorporationBroker
State Registrations1 state
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