Jose Martin
LifeCraft Wealth · Sunrise, Florida
Jose Martin is a fee-only financial advisor at LifeCraft Wealth in Sunrise, Florida, who holds the CFP credential. Jose charges a percentage of assets (1.3% a year on the first tier of assets managed) and focuses on retirement planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | LifeCraft Wealth |
|---|---|
| Based in | Sunrise, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.3% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $72.6M across 323 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4630445 |
| Exams passed | Series 63 (2006) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lifecraftwealth.com |
| Profile |
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Questions about Jose
Is Jose Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and LifeCraft Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose charges a percentage of assets.
How much does Jose charge?
According to LifeCraft Wealth's website, checked October 30, 2026: 1.3% a year on the first tier of assets managed.
Does Jose work with clients virtually?
Yes. LifeCraft Wealth says on its website that it works with clients remotely.
Where is Jose Martin based?
Jose Martin is based in Sunrise, Florida.
What does Jose specialize in?
Jose's specialties include retirement planning and pension planning. Jose works with retirees and pre-retirees.
What credentials does Jose Martin hold?
Jose Martin holds the CFP credential.
Is Jose Martin registered with the SEC?
Yes. Jose Martin is registered as an investment adviser representative in FL and TX (CRD 4630445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LifeCraft Wealth manage?
LifeCraft Wealth reports $72.6M across 323 accounts in assets under management.
How do I contact Jose Martin?
Through Jose's website, www.lifecraftwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LifeCraft Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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