Samuel Martinez
Wealthquest · Cincinnati, Ohio
Samuel Martinez is a fee-only financial advisor at Wealthquest in Cincinnati, Ohio. Samuel focuses on tax planning and estate & legacy planning. Wealthquest reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealthquest |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.22B across 5,241 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7087911 |
| Exams passed | Series 66 (2019) |
| Firm size | 42 employees |
| Disclosures | None reported |
| Website | www.wqcorp.com |
How Samuel's firm compares
- Wealthquest's average account is about $424,000, from its Form ADV (assets managed divided by 5,241 accounts).
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Questions about Samuel
Is Samuel Martinez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Wealthquest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Wealthquest, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samuel Martinez based?
Samuel Martinez is based in Cincinnati, Ohio.
What does Samuel specialize in?
Samuel's specialties include tax planning and estate & legacy planning.
Is Samuel Martinez registered with the SEC?
Yes. Samuel Martinez is registered as an investment adviser representative in OH (CRD 7087911), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthquest manage?
Wealthquest reports $2.22B across 5,241 accounts in assets under management.
How do I contact Samuel Martinez?
Through Samuel's website, www.wqcorp.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
- Wealthquest 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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