Michael Martinez
The Pension Group · Dublin, Ohio
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.
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Specialties
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 |
| Assets under management | $182.4M across 822 accounts |
| SEC registration | Investment adviser representative in AL, CA, FL, NC, OH, SC · CRD 2978914 |
| Exams passed | Series 63 (2004) · Series 65 (2003) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.thepensiongroup.com |
| Profile |
How Michael's firm compares
- The Pension Group's average account is about $222,000, from its Form ADV (assets managed divided by 822 accounts).
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Questions about Michael
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.
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
- The Pension Group 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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