Kevin Martin is a CFP-designated registered investment advisor at Oak Peak Financial, based in Menlo Park, CA, with 10 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 43 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees may be discounted at the discretion of the Principal.
Fee Estimator
Location
750 Menlo Avenue, Suite 250, Menlo Park, CA, 94025
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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
Since 2019, Kevin has been an Enrolled Agent for Oak Peak Financial, providing tax preparation services. This non-investment related activity takes about 10-20% of his time each month.
Employment History
Current Registrations
Oak Peak Financial
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.