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Rudy Martinez

Advisor at Commonwealth Financial Network

Updated today

Location

Brentwood, CA 94513

Credentials

CFP®, Series 66

Industry experience

19 years

About

Rudy Martinez is a CFP® professional with 18 years of industry experience. He is currently affiliated with Commonwealth Financial Network and Eissner Financial. His prior experience includes roles at Wells Fargo Asset Management and Allspring Funds Distributor, LLC. Martinez is co-owner of Martinez & Eissner Operations LLC and owner of Martinez Capital Holdings LLC, both entities related to securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, including discretionary model portfolios managed by its Investment Management and Research team.

Client services

Based on Commonwealth Financial Network

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Commonwealth Financial Network

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy

Occupation focus

Based on Commonwealth Financial Network

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.

Percentage

$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%

Commissions

Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.

Project-based

Up to $500 per hour for consulting services.

Other

Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.

Location

100 Cortona Way, Suite 120

Brentwood, CA 94513

Most active in

California

Work history

Eissner Financial

2025 - Present (1 year)

Commonwealth Financial Network

2025 - Present (1 year)

Commonwealth Financial Network

2025 - 2025 (1 year)

Farther

2025 - 2025 (1 year)

Eissner Financial

2024 - 2025 (1 year)

Allspring Funds Distributor, LLC

2021 - 2024 (3 years)

Wells Fargo Asset Management

2010 - 2021 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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