# Bret Schultz

> Bret Schultz is a fee-only financial advisor at Martin & Company in Valencia, California, who holds the CFP credential. Martin & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bret-schultz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Martin & Company
- **Based in:** Valencia, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $336.2M across 728 accounts
- **Credentials:** CFP
- **CRD:** 7318932 (https://adviserinfo.sec.gov/individual/summary/7318932)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2021), Series 65 (2019)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.martinadvisors.com/

## Frequently asked questions

### Is Bret Schultz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Martin & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bret charge for financial advice?

Bret's firm, Martin & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Bret Schultz based?

Bret Schultz is based in Valencia, California.

### What credentials does Bret Schultz hold?

Bret Schultz holds the CFP credential.

### Is Bret Schultz registered with the SEC?

Yes. Bret Schultz is registered as an investment adviser representative in CA and TX (CRD 7318932), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Martin & Company manage?

Martin & Company reports $336.2M across 728 accounts in assets under management.

### How do I contact Bret Schultz?

Through Bret's website, www.martinadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7318932): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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