Lantz Martin
Nesteggs · Tampa, Florida
Lantz Martin is a fee-only financial advisor at Nesteggs in Tampa, Florida, who holds the CFP and ChFC credentials. Nesteggs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nesteggs |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.3M across 759 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL · CRD 6190251 |
| Exams passed | Series 63 (2014) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.nesteggs401k.com |
How Lantz's firm compares
- Nesteggs's average account is about $1.2 million, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Lantz
Is Lantz Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lantz holds no broker registration, and Nesteggs reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lantz charge for financial advice?
Lantz's firm, Nesteggs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lantz Martin based?
Lantz Martin is based in Tampa, Florida.
What credentials does Lantz Martin hold?
Lantz Martin holds the CFP and ChFC credentials.
Is Lantz Martin registered with the SEC?
Yes. Lantz Martin is registered as an investment adviser representative in FL (CRD 6190251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nesteggs manage?
Nesteggs reports $911.3M across 759 accounts in assets under management.
How do I contact Lantz Martin?
Through Lantz's website, www.nesteggs401k.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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