Martin Capital Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Martin Capital Planning provides portfolio management, financial planning, and pension consulting to pension and profit‑sharing plans as well as individual and high‑net‑worth clients. Like many investment managers, the firm charges asset‑based advisory fees for ongoing portfolio and pension services.
The firm documents client goals and risk tolerances in Investment Policy Statements and offers both discretionary and non‑discretionary management, using a mix of analytical methods (fundamental, quantitative, technical, charting, cyclical, and modern portfolio theory) and both long‑ and short‑term trading. Investment advice is generally focused on mutual funds, ETFs, fixed income, annuities, private placements and venture capital, with portfolio monitoring and reallocation guided by stated risk profiles.
Noteworthy distinctions include an explicit pension consulting practice for employer retirement plans — including written plan documents, manager recommendations and ongoing monitoring — which is relatively uncommon for firms in this category. The firm’s principal is a licensed insurance agent who may receive compensation for insurance product sales (a disclosed conflict of interest), and the firm also offers hourly‑billed financial planning; the advisor is newly established and currently reports no assets under management.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $1,500 and $5,000
$250,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 0.95% $3,000,000+: 0.85%
$500 per hour for financial planning services
Account minimum: $250,000
Main office
7 Purves Street, Suite 24
East Longmeadow MA 01028
Advisors at this office
1
Most active in
Massachusetts · Texas
Also doing business as
Martin Capital Planning · Martin Capital Planning LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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