Marcus Martin operates as a registered investment advisor providing financial planning services primarily to individuals, families, not-for-profit entities, small businesses, and trusts. Marcus Martin focuses on reviewing client financial circumstances and preparing customized feedback and recommendations covering cash flow, budgeting, debt management, retirement accounts, college savings, portfolio withdrawal strategies, and insurance evaluations. Clients receive a written financial plan upon completion of the engagement. Marcus Martin does not manage investment portfolios, make trades, or hold client funds, leaving all implementation decisions entirely to the client. The advisory approach relies on recommending broad diversification through passive index exchange-traded funds and mutual funds. Marcus Martin charges exclusively hourly or flat fees and accepts no commissions, third-party payments, or compensation from custodians.
Fee Structure
- Hourly consulting — $325 per hour for new clients, invoiced after services are provided
- Fixed-fee financial planning — Flat fee available for appropriate clients and circumstances upon request