# Michael Martinez

> Michael Martinez is a fee-only financial advisor at The Pension Group in Dublin, Ohio. Michael focuses on retirement planning, pension planning and estate & legacy planning. The Pension Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-martinez-2978914/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Pension Group
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $182.4M across 822 accounts
- **Specialties:** Retirement planning, Pension planning, Estate & legacy planning
- **CRD:** 2978914 (https://adviserinfo.sec.gov/individual/summary/2978914)
- **SEC registration:** Investment adviser representative in AL, CA, FL, NC, OH, SC
- **Exams passed:** Series 63 (2004), Series 65 (2003)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.thepensiongroup.com

## Frequently asked questions

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

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

### How does Michael charge for financial advice?

Michael's firm, The Pension Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Michael Martinez based?

Michael Martinez is based in Dublin, Ohio.

### What does Michael specialize in?

Michael's specialties include retirement planning, pension planning and estate & legacy planning.

### Is Michael Martinez registered with the SEC?

Yes. Michael Martinez is registered as an investment adviser representative in AL, CA, FL, NC, OH and SC (CRD 2978914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Pension Group manage?

The Pension Group reports $182.4M across 822 accounts in assets under management.

### How do I contact Michael Martinez?

Through Michael's website, www.thepensiongroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2978914): 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
- The firm's website (https://thepensiongroup.com/): specialties, clients served, and fees, checked October 30, 2026

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