Benjamin Robert Martinek
Advisor at Bona Fide Finance — Mandan, ND
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
12 years
Location
Mandan, ND
Bona Fide Finance
Supported
Total advisors
2Clients per advisor
26 LowAvg AUM per client
$307,906 Very LowHNW client ratio
16% LowBenjamin Martinek is a CFP® and Series 66-registered advisor with 11 years of experience. He is a co-founder of Magni Publicani LLP, doing business as Magni Tax Experts, where he dedicates about 25% of his time. Martinek has worked at Bona Fide Finance, LLC since 2015 and has prior experience with Magnum LTL. Bona Fide Finance provides financial planning and advisory services primarily to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as retirement plan consulting for employer plan sponsors. The firm emphasizes fixed-fee and ongoing comprehensive planning, utilizing passive investment strategies and third-party managers.
Based on Bona Fide Finance
Financial Planning fixed fees: $550 for 'Ask Me Anything' session; $5,500 for Comprehensive Review (paid in three installments); Educational Seminars flat fees up to $5,000 per engagement or annual fees up to $25,000
All Plan Assets+: 0.35%
Financial Planning hourly rate: $275 per hour
Ongoing Comprehensive Planning monthly fees starting at $350, billed monthly in arrears
Minimum fee: Retirement Plan Consulting minimum annual fee: $2,500 Fee-only: Fee-only compensation; no commissions or sales-related compensation received.
Mandan, ND
Mandan ND
Advisors at this office
2
California · Louisiana · North Dakota · Texas
12 years of industry experience
Magni Publicani LLP (MP) dba Magni Tax Experts
2019 - Present • 7 years
Bismark, ND
Bona Fide Finance, LLC
2015 - Present • 11 years
Bismarck, ND
Magnum LTL
2013 - 2018 • 5 years
Fargo, ND
Thrivent Investment Management
2012 - 2013 • 1 year
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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