Glen Martin, CFP®
Asheville, North Carolina, 28801
Member Since 2009
Our mission is simple- provide our clients with the professional financial assistance they need to reach their dreams!
As co-founder of Horizons Wealth Mgt, an independent fee-only firm, I'm committed to providing completely objective advice and excellent services. We use these principles to enable our clients with the highest quality services to reach their financial goals. As part of our commitment, we also hold to a fiduciary standard in every aspect of the advisory relationship, which means our honest objectivity is not compromised by the lure of commissions or referral fees.
My Location
Background Information
Years of Financial Experience
- 10
Certifications and Designations
- CFP®
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Shareholders Service Group
- Scottrade
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 127457
- Insurance Licenses: None
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- North Carolina
- South Carolina
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Client Investment Services
- Securities, Active Management, REITS, Index Funds, Exchange Traded Funds
Tax Advice & Services
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing
Visit Website - http://www.horizonswealth.com
