JM
JM
John Martin
48 Years of Experience
Williamsburg, VA
1 DisclosureBroker
John Martin is a registered investment advisor at Wells Fargo Advisors, based in Williamsburg, VA, with 48 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
428 Mclaws Circle, Ste 100, Williamsburg, VA, 23185
Get directionsHistory
Regulatory History (1)
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Regulatory
November 1993Final
Employment History
Current Registrations
Wells Fargo Advisors
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2010 - Present · 16 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Suntrust Investment Services, INC.
May 2002 - February 2010 · 7 yrs 9 mos
Suntrust Investment Services, INC.Broker
May 2000 - February 2010 · 9 yrs 9 mos
Crestar Securities CorporationBroker
June 1993 - May 2000 · 6 yrs 11 mos
Independent Financial Securities, INC.Broker
August 1992 - April 1993 · 8 mos
The Investment Center, INC.Broker
January 1989 - August 1992 · 3 yrs 7 mos
Thomson Mckinnon Securities INC.Broker
June 1987 - February 1989 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1986 - May 1987 · 1 yr 2 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1982 - April 1986 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - July 1982 · 3 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
February 1978 - September 1978 · 7 mos
First Investors CorporationBroker
June 1976 - October 1976 · 4 mos
State Registrations11 states
CACOFLMAMDMONCNYSCTNVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.