Martin Financial Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides personalized, confidential financial planning and investment management to individuals, trusts, and estates through comprehensive financial plans, ongoing investment advisory, retainer wealth oversight, and hourly modular engagements. As a fee‑only registered investment adviser, it uses standard billing arrangements (percentage‑of‑assets, fixed fees, and hourly rates) and focuses on portfolio management for individual clients.
Portfolios are managed using a strategic asset allocation with a core‑and‑satellite approach—passive index funds as the core and selectively chosen active funds or individual securities in satellite positions—together with global diversification across mutual funds, ETFs, stocks, and bonds. The adviser operates predominantly on a non‑discretionary basis, typically recommending trades and obtaining client consent (while sometimes using a limited power of attorney to place trades), and clients retain custody and proxy voting rights with custodians providing account statements.
A distinctive feature is the firm’s concentration of assets under non‑discretionary management — the brochure reports about $62 million managed on a non‑discretionary basis across a relatively small client roster, which yields a comparatively high asset‑per‑client profile versus many peers. The firm also specifies it does not accept commissions or sell financial products, offers a retainer option for oversight without trading, and provides modular hourly planning services.
Client services
Expertise
Fee options
Financial planning fixed fee starting at $2,500, negotiable; retainer fee based on 0.5% of working capital.
$0 - $1,000,000: 1.00% $1,000,000+: 0.75%
Hourly planning services at $400 per hour; follow-up implementation work billed at $400 per hour.
Account minimum: $400,000 Minimum fee: Minimum annual fee of $4,000 for investment management; minimum financial planning fee of $2,500 Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Itasca IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Martin Financial Management · Martin Financial Management, LLC · Martin, Therese Marie
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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