Bret Schultz
Martin & Company · Valencia, California
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.
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Facts
| Firm | Martin & Company |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.2M across 728 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 7318932 |
| Exams passed | Series 63 (2021) · Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.martinadvisors.com |
| Profile |
How Bret's firm compares
- Martin & Company's average account is about $462,000, from its Form ADV (assets managed divided by 728 accounts).
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Questions about Bret
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.
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
- 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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