Lenny Martinez
Lenny Martinez is a registered investment advisor at Simplicity Wealth, based in Farmers Branch, TX, with 11 years of industry experience. Lenny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
Farmers Branch, TX
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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 ActivitiesSells Insurance
Lenny works as an independent insurance agent for an insurance agency, dedicating about 10-20% of his time to insurance sales. He is also the President of Consulting, Inc., an insurance agency, which takes nearly full-time hours, and a workshop presenter for the Association of Financial Educators, dedicating about 10-20% of his time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Brokers Financial
Secure Investment Management, LLC
Sentinus, 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.