Martin Financial Solutions, LLC
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About
Martin Financial Solutions, LLC provides ongoing portfolio management and financial planning services to individuals, trusts, and estates, along with general consulting on retirement, tax, and investment planning. The firm also offers a subscription-based, economics-oriented newsletter and provides aggregation and management of held-away retirement plan assets through a third‑party service.
The firm’s investment approach combines fundamental and cyclical analysis with technical timing tools to build asset-allocation portfolios that primarily use exchange-traded funds, while permitting use of options, inverse/leveraged funds, margin, short sales and direct-indexing strategies where appropriate. Portfolio reviews are performed regularly and the brochure explicitly addresses risks the firm considers, including political risk, direct-indexing tracking error, cryptocurrency volatility and cyber risks.
Compared with many independent advisers, Martin Financial Solutions discloses two uncommon features: a paid newsletter offering and the principal’s separate role as a licensed insurance producer who implements life, long‑term care, disability and other insurance solutions for clients and receives commissions for those sales. The brochure notes that the advisor spends a meaningful portion of time on insurance activities and describes the related conflict-of-interest controls and disclosures.
Client services
Expertise
Fee options
$0 - $100,000: 1.35% $100,001 - $250,000: 1.25% $250,001 - $1,000,000: 1.00% Above $1,000,000+: 0.80%
$200.00 per hour, negotiable
$29 per year for clients, $49 per year for non-clients
Main office
Sun City West AZ
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Martin Financial Services, LLC · Martin Financial Solutions, 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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