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Credentials
CFP®, Series 63, Series 65
Experience Industry experience
30 years
Location
Old Forge, NY
Wells Fargo Clearing
Institution
Bart Martinez is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he manages a thoroughbred horse breeding, training, and racing business in San Diego. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related products and bank deposit sweep programs.
Based on Wells Fargo Clearing
One-time service fees payable immediately after service; ongoing fees paid quarterly
$0 - $1,000,000: 0.1% to 1.0% annually $1,000,000 - $5,000,000: 0.1% to 0.7% annually $5,000,000 - $10,000,000: 0.1% to 0.5% annually $10,000,000 - $25,000,000: 0.01% to 0.25% annually
Brokerage transactions generate commissions; Financial Advisors receive a percentage of revenue from commissions
Minimum fee: Minimum fees range from $500 to $5,000 depending on plan size Fee-only: Flat annual fees and percentage of assets fees available; fees are negotiable
Old Forge, NY
Old Forge NY
Advisors at this office
1
California · New York · Texas
30 years of industry experience
Wells Fargo Clearing
2016 - Present • 10 years
San Diego, CA
Wells Fargo Advisors Llc
2009 - 2016 • 7 years
San Diego, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Thendara, NY
Gerhardt Clemans Wealth Management, Inc.
Parker Clemans is a financial advisor at Gerhardt Clemans Wealth Management, Inc. with over five years of industry experience. He holds a Series 65 designation and has a background as president of AdironTax, LLC, an accounting firm, and as president and vice president of two property-related companies. Gerhardt Clemans Wealth Management, an independent firm, provides portfolio management and integrated financial planning primarily for individual clients. The firm employs multiple analytical approaches across a broad range of investment instruments and reviews accounts monthly to align with client goals and risk tolerance.
Series 63, Series 65
Eagle Bay, NY
Wealthcare Advisory Partners LLC
Stephen Kronick III is a financial advisor with Wealthcare Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at IAM Advisory LLC, Royal Alliance Associates, Inc., and Investment Advisors Asset Management, LLC. Wealthcare Advisory Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based financial advising approach that integrates proprietary Wealthcare software and behavioral economics principles, utilizing both passive and active investment strategies alongside dynamic rebalancing when appropriate.
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