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Martinsen Wealth Management

Updated today

Client AUM

$141,101,258

Clients

354

Advisors

7

across 2 offices

About

Martinsen Wealth Management is a registered investment adviser that provides financial planning, portfolio management, model-portfolio selection, and related advisory services to individuals, retirement plans, trusts, estates, corporations and other entities. The firm also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance in addition to its investment services.

MWM manages most client accounts on a discretionary, wrap-fee basis and implements either firm-managed models or third‑party models and managers; the brochure discloses use of AE Wealth Management for billing, trading and access to model portfolios. Investment approaches described include direct and strategic indexing (with tax-loss harvesting considerations), options overlays, tactical and style‑based allocations, and individualized client profiling that permits reasonable client restrictions.

The brochure highlights a number of features that distinguish MWM from many peers: its financial professionals are licensed insurance agents who the firm estimates spend roughly half of their time on insurance sales and services, the firm works with an insurance marketing organization (Advisors Excel), and it discloses an affiliated tax-preparation business (M50 Tax Pros, LLC). The firm also emphasizes that most advisory accounts participate in its wrap-fee program and calls out separate paid offerings — educational seminars and other non-investment products — and discloses these relationships and related conflicts for clients’ consideration.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Medicare planning Options & derivatives strategies

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Fee options

Fixed

Educational seminars offered for $59 and $29. Estate planning fees determined by complexity and billed separately.

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $750,000: 1.30% $750,001 - $1,000,000: 1.20% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Commissions

Commissions on sale of insurance products such as annuities via affiliated insurance agency; specific amounts vary.

Other

Account minimum: $250,000 Fee-only: Fees based on assets under management; no separate commissions, ticket charges, or custodial fees generally charged in wrap fee program.

Main office

See office

7855 S. River Parkway, Suite 201

Tempe AZ 85284

Advisors at this office

6

Most active in

Arizona · California · Florida · Nebraska · New Mexico · North Carolina · Oregon · Texas · Utah · Virginia

Also doing business as

Martinsen Wealth Advisory Solutions, LLC · Martinsen Wealth Management · Martinsen Wealth Management, LLC

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Ethan B

Series 65

Tempe, AZ

Martinsen Wealth Management

Ethan Bell is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding a Series 65 credential with one year of industry experience. Prior to joining Martinsen Wealth Management, he worked at Adams Wealth Advisors for two years. Outside of his advisory role, he is involved in local youth soccer training. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs a variety of investment strategies, including direct and strategic indexing, options overlays, and tactical allocations.

Medicare planning Options & derivatives strategies
user avatar

Kenneth H

Series 63, Series 65

Tempe, AZ

Martinsen Wealth Management

Kenneth Holmes is a financial advisor at Martinsen Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at First Advisors National, LLC, and FSC Securities Corporation. Outside of advising, he volunteers with Wish For Our Heroes, helping build relationships with military commands to raise awareness of the charity’s support for active duty families, and also presents financial education workshops through a nonprofit organization. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm uses discretionary, wrap-fee management with a variety of investment strategies and also offers fee-based estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Medicare planning Options & derivatives strategies
user avatar

Mark G

Series 63, Series 65

Tempe, AZ

Martinsen Wealth Management

Mark Goaslind is a financial advisor at Martinsen Wealth Management in Tempe, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at First Advisors National, LLC and The O.N. Equity Sales Company. Outside of his advisory work, he has been involved with the Church of Jesus Christ of Latter-Day Saints since 2012. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of services including estate-planning coordination and Medicare-related assistance, managing most client accounts on a discretionary, wrap-fee basis with various investment strategies and an integration of insurance services.

Medicare planning Options & derivatives strategies
user avatar

Jeremy V

CFP®, Series 66

Tempe, AZ

Martinsen Wealth Management

Jeremy Vaught is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Martinsen Wealth Management and has previous experience at Ameriprise Financial Services, The Prudential Insurance Company of America, Pruco Securities LLC, and First Advisors National. Outside of financial advising, he is involved in golf equipment sales with 2nd Swing Golf in Scottsdale, AZ. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and also delivers estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Medicare planning Options & derivatives strategies
user avatar

Kevin B

Series 63, Series 65

Grand Prairie, TX

Martinsen Wealth Management

Kevin Bonn is a financial advisor with Martinsen Wealth Management in Grand Prairie, TX. He holds Series 63 and Series 65 licenses and has been with Martinsen Wealth Management since 2019. His prior experience includes roles at Sanford Advisors, Inc. and Benchmark Innovative Solutions, spanning over 40 years in the industry. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers discretionary wrap-fee accounts utilizing both firm-managed and third-party models, and its services include estate-planning coordination, credit and identity monitoring, and Medicare-related assistance.

Medicare planning Options & derivatives strategies
user avatar

Lane M

Series 65

Tempe, AZ

Martinsen Wealth Management

Lane Martinsen is a financial advisor with Martinsen Wealth Management in Tempe, AZ, holding a Series 65 license and 11 years of industry experience. He previously worked for First Advisors National, LLC for 10 years. Martinsen is also president and owner of M50 Tax Pros, LLC, a tax preparation service. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm manages most client accounts on a discretionary, wrap-fee basis and employs diverse investment approaches including strategic indexing, options overlays, and tactical allocations.

Medicare planning Options & derivatives strategies
user avatar

Nathan F

CFP®, Series 63, Series 66

Tempe, AZ

Martinsen Wealth Management

Nathan Faerber is a CFP® with 21 years of industry experience, currently serving at Martinsen Wealth Management. His prior roles include positions at Trajan Wealth, L.L.C., Schwab Private Client Investment Advisory, Inc., Charles Schwab, and Amerifirst Financial, Inc. He is also licensed as an insurance agent and engages in sales of various insurance products. Martinsen Wealth Management provides financial planning, portfolio management, and related advisory services to individuals, retirement plans, trusts, estates, corporations, and other entities. The firm offers a range of investment approaches and integrates insurance services through its licensed professionals.

Medicare planning Options & derivatives strategies
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