Joseph Martinez
Entrust Financial · Wayne, Pennsylvania
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.
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Facts
| Firm | Entrust Financial |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $350.9M across 855 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 5541551 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.balancingactbook.com |
How Joseph's firm compares
- Entrust Financial's average account is about $410,000, from its Form ADV (assets managed divided by 855 accounts).
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Questions about Joseph
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.
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
- 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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