Benjamin Robert Martinek
BM
CFP

Benjamin Robert Martinek

11 Years of Experience

Firm Information

Benjamin Robert Martinek
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$275K average
Assets Under Management
$14.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
Financial Plan Fee:$550 - $5,500
Hourly Rate:$225/hr

Financial planning fees are fixed and negotiable. The "Ask Me Anything" session is $550, paid in advance. The Comprehensive Review is $5,500, paid in installments. Hourly financial planning is $225 per hour, with a maximum upfront fee of $500. Ongoing Comprehensive Planning starts at $350/month, adjusted based on income and net worth. Investment advisory services are included with Ongoing Comprehensive Planning. Outside managers like Betterment and DFA charge separate fees (up to 0.15% and 0.29%, respectively). Retirement plan consulting fees are 0.35% of plan assets, with a $2,500 minimum annual fee.

Areas of Practice
Retirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingInvestment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

Bismarck, ND

Get directions
Benjamin Robert Martinek
BM
Contact
Benjamin Robert Martinek
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Benjamin is a co-founder of Magni Publicani LLP, operating as Student Loan Tax Experts. This activity takes about a quarter of his time.

Employment History
Current Registrations
Bona Fide Finance
September 2015 - Present · 10 yrs 4 mos
Previous Registrations
Melissa Bunton Dba Artisan Finance
January 2016 - March 2016 · 2 mos
Thrivent Investment Management INC.
June 2012 - October 2013 · 1 yr 4 mos
State Registrations4 states
CALANDTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense

Benjamin Robert Martinek
BM
Contact
Benjamin Robert Martinek