Todd Martin is a ChFC-designated registered investment advisor at M3 Advisors, LLC, based in Savannah, GA, with 21 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly consulting — $100 to $800 per hour depending on the complexity of your situation
- Project-based financial planning — $500 to $100,000 based on the scope and complexity of your financial plan
Location
315 Commercial Drive, Suite 4A, Savannah, GA, 31406-3628
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
Todd is affiliated with multiple insurance companies, including Allianz Life and Blue Cross Blue Shield. He also receives commissions as a P&C agent for new commercial insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
M3 Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Previous Registrations
Pruco Securities, LLC.Broker
State Registrations4 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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