Leon Martin
Leon Martin is a registered investment advisor at Atlantic Planning Group, LLC, based in Waltham, MA, with 23 years of industry experience. Leon 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, Retirement Planning, and 1 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning engagements range from $1,000 to $20,000, depending on the complexity of the plan or project and the services provided.
- Hourly consulting is available at $500 per hour.
Location
201 Jones Road, 5th Floor, Waltham, MA, 02451
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
Leon works as an insurance broker, appointed with outside carriers to broker non-registered insurance products, dedicating minimal time to this. Leon is also an investment advisor representative (IAR) with Atlantic Planning Group LLC, spending about 10-20% of his time in this role, and operates under the DBA name of Atlantic Planning Group, LLC to sell New York Life products and services as well as brokering non-registered insurance products.
Employment History
Current Registrations
Atlantic Planning Group, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
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.