Martinsen Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
Educational seminars offered for $59 and $29. Estate planning fees determined by complexity and billed separately.
$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 on sale of insurance products such as annuities via affiliated insurance agency; specific amounts vary.
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 office7855 S. River Parkway, Suite 201
Tempe AZ 85284
Advisors at this office
6
Offices (2)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)