Roxanne Martens is a CFP-designated registered investment advisor at Five8 Financial LLC, based in Rogers, AR, with 5 years of industry experience. Roxanne 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. Their firm serves 2 clients with $4.7M 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 $500K | 1.25% |
| $500K - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $6.0M | 0.40% |
| $6M+ | 0.30% |
Fee Estimator
Location
5001 W Founders Way, Suite L10, Rogers, AR, 72758
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 Activities
Roxanne is a committee member of the NAPFA Women's Initiative since July 2023. This activity is not investment-related.
Employment History
Current Registrations
Five8 Financial LLC
Previous Registrations
Cgn Advisors, LLC
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.