Lantz Martin is a CFP, ChFC-designated registered investment advisor at Nesteggs, INC., based in Tampa, FL, with 11 years of industry experience. Lantz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 616 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NestEggs offers model portfolio management services to pension, profit sharing, and 401k plan clients using mutual fund model asset allocation portfolios. The fees for these services are included in the monthly fee for 3(38) Fiduciary Services, which ranges from 4.17 to 9.16 basis points per month, depending on the complexity of the plan design.
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lantz is involved with Tampa Pickleball Pro LLC, a business entity for tax/investment purposes only, started in February 2024. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Nesteggs, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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