Gary M. Martinez

Overview

Gary M. Martinez operates as an independent registered investment adviser structured as a sole proprietorship serving individual and family clients, with a client base skewed toward personal and small-business relationships. The firm combines traditional financial planning and portfolio management with insurance brokerage capabilities, which informs its use of annuities and other insurance-linked products alongside advisory mandates. Fee arrangements are flexible—percentage of AUM, hourly and fixed fees are all in use—supporting both ongoing advisory relationships and project-based planning work. The advisory mandate is predominantly discretionary: virtually all reported assets are managed under discretionary authority, allowing the firm to implement model allocations and respond to market changes without seeking client sign-off for each trade. Gary M. Martinez does not position itself as an ESG-focused adviser and is not a multi-state registered adviser, indicating a localized or single-state footprint and a conventional investment approach rather than one driven by sustainable investing mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices