# Joseph Martinez

> Joseph Martinez is a fee-only financial advisor at Entrust Financial in Wayne, Pennsylvania, who holds the CFP credential. Entrust Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-martinez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Entrust Financial
- **Based in:** Wayne, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $350.9M across 855 accounts
- **Credentials:** CFP
- **CRD:** 5541551 (https://adviserinfo.sec.gov/individual/summary/5541551)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2011)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.balancingactbook.com

## Frequently asked questions

### Is Joseph Martinez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Entrust Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Entrust Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joseph Martinez based?

Joseph Martinez is based in Wayne, Pennsylvania.

### What credentials does Joseph Martinez hold?

Joseph Martinez holds the CFP credential.

### Is Joseph Martinez registered with the SEC?

Yes. Joseph Martinez is registered as an investment adviser representative in PA (CRD 5541551), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Entrust Financial manage?

Entrust Financial reports $350.9M across 855 accounts in assets under management.

### How do I contact Joseph Martinez?

Through Joseph's website, www.balancingactbook.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5541551): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.