Lantz Martin is a CFP, ChFC-designated registered investment advisor at Nesteggs, INC., based in Tampa, FL, with 12 years of industry experience. Lantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 616 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NestEggs Retirement Plan Services charges fees for retirement plan consulting and model portfolio management based on the complexity of the plan and the value of plan assets. For certain fiduciary services, fees range from 3.33 to 9.16 basis points per month (approximately 0.40% to 1.10% annually). Flat fixed fees range from $200 to $750 per month, and per-participant fees range from $5 to $9 per month. Alternatively, hourly fees range from $90 to $225 per hour with a minimum annual fee of $1,800.
Location
Tampa, FL
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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
Lantz is involved with Tampa Pickleball Pro LLC, a business entity for tax/investment purposes only, started in February 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Nesteggs, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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
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