Michael Martinez
Live, Learn, Grow Wealth Management · Diamond Bar, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | $7.0M across 14 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in CA · CRD 2945777 |
| Exams passed | Series 63 (1997) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | llgwealth.com |
| Profile |
How Michael's firm compares
- Ongoing planning starts at $4,000 a year, below the California median of $6,000 for fee-only firms that publish prices.
- Live, Learn, Grow Wealth Management's average account is about $497,000, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Michael
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Live, Learn, Grow Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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