# Michael Martinez

> Michael Martinez is a fee-only financial advisor at Live, Learn, Grow Wealth Management in Diamond Bar, California, who holds the CFP and CRPC credentials. Michael focuses on retirement planning. Live, Learn, Grow Wealth Management reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/michael-martinez/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Live, Learn, Grow Wealth Management
- **Based in:** Diamond Bar, California
- **Fee model (firm's Form ADV):** Fixed fees
- **Fees (firm's website):** ongoing planning from $4,000 a year
- **Assets under management (firm):** $7.0M across 14 accounts
- **Credentials:** CFP, CRPC
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2945777 (https://adviserinfo.sec.gov/individual/summary/2945777)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1997), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://llgwealth.com

## Frequently asked questions

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

Yes. Michael Martinez is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Michael's firm.

### How does Michael charge for financial advice?

Michael's firm, Live, Learn, Grow Wealth Management, reports charging fixed fees on its SEC Form ADV.

### How much does Michael charge?

According to Live, Learn, Grow Wealth Management's website, checked October 28, 2026: ongoing planning from $4,000 a year.

### Where is Michael Martinez based?

Michael Martinez is based in Diamond Bar, California.

### What does Michael specialize in?

Michael's specialties include retirement planning. Michael works with retirees and pre-retirees.

### What credentials does Michael Martinez hold?

Michael Martinez holds the CFP and CRPC credentials.

### Is Michael Martinez registered with the SEC?

Yes. Michael Martinez is registered as an investment adviser representative in CA (CRD 2945777), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Live, Learn, Grow Wealth Management manage?

Live, Learn, Grow Wealth Management reports $7.0M across 14 accounts in assets under management.

### How do I contact Michael Martinez?

Through Michael's website, llgwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39624): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://llgwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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