Martin Financial Management fees and pricing
Financial planner in Itasca, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Martin Financial Management charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Follow-up implementation work may be billed separately at the rate of $400.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Martin Financial Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable in Martin Financial Management LLC’s sole discretion.”
- “The minimum fee is $2,500.00 and is negotiable.”
- “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
How Martin Financial Management’s fees compare
- Its hourly rate of $400 is above the Illinois median of $273. 80% of the 215 other Illinois planners that publish an hourly rate charge less.
About Martin Financial Management
“Martin Financial Management LLC provides personalized confidential financial planning and investment management to individuals.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2001 (25 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- 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% a year
- Minimum
- $2,500 minimum fee (stated in brochure)
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $62,005,344
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 123097
- Phone
- (847) 250-5530
Other planners in Itasca that publish fees
- Leslie Global Wealth, LLCItasca$125-$500/hr, $500-$25,000
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
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.