Ryan Martin is a registered investment advisor at Martin Capital Planning, based in East Longmeadow, MA, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
7 Purves Street, Suite 24, East Longmeadow, MA, 01028
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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
Ryan is an owner of Martin Financial PWP LLC and a financial advisor at Paladin Wealth Partners, dedicating about half of his time to each. He also serves as Treasurer and Board Member for The Five Stones Venture, INC., a non-profit, spending minimal time on this role.
Employment History
Current Registrations
Martin Capital Planning
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.