Thomas Martin is a CFP-designated registered investment advisor at Focus Partners Wealth, LLC, based in Bellevue, WA, with 22 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 14 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners charges an annual fee based on a percentage of your portfolio value, generally up to 1.25%, with a minimum annual fee of $5,000. Fees are typically billed quarterly in advance and vary depending on the amount of assets managed, the scope of services, and the specific relationship history. In addition to the main management fee, certain specialized strategies carry additional charges: the Options Income Overlay and Index Income Overlay strategies charge an annual fee of 0.75% on the notional value target, and the TrendWise strategy charges an additional 0.25% per year over the standard management rate.
Location
3015 112th Avenue #210, Bellevue, WA, 98004
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 Activities
Thomas is a transitions advisor for DG Transitions since 2014, dedicating about 10-20% of his time. He also works as a contractor for tax work at DG Accounting Professionals, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Previous Registrations
Buckingham Strategic Wealth, LLC
Dental Wealth Advisors, LLC
State Registrations1 state
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
More Advisors
- Nicholas Tarr, CFPFocus Partners Wealth, LLC
- Vishnu Alse, CFA, CFPFocus Partners Wealth, LLC
- Frank Mclaughlin, CFPFocus Partners Wealth, LLC
- Ben Peden, CFPFocus Partners Wealth, LLC
- Isaac Everett, CFPFocus Partners Wealth, LLC
- Jeffrey Barnett, CFPFocus Partners Wealth, LLC