Gary M. Martinez fees and pricing

Financial planner in Mulvane, Kansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 29, 2026, Gary M. Martinez charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The adviser also charges an hourly fee of $150 per hour for consultations on both investment advice and on matters that are not securities as noted in Item 4 above.”

Payment and refund terms, quoted from the fee section of the brochure.

“If the client closes the account before the end of the quarter, then the fee is prorated for that quarter.”
“The client may choose to pay the fees directly to the adviser after being billed if they so choose.”
“In most accounts, the fee is deducted in arrears from the clients' accounts, per their contract with the advisory firm.”

Its hourly rate of $150 is below the Kansas median of $250. 3% of the 59 other Kansas planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 1993 (33 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 88
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $26,232,134
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 115972
Phone: (316) 777-4391

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.