# Brian Martin

> Brian Martin is a fee-only financial advisor at Martin & Company in Valencia, California. Martin & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-martin/
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
- **CRD:** 5390388 (https://adviserinfo.sec.gov/individual/summary/5390388)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.martinadvisors.com/

## Frequently asked questions

### Is Brian Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?

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

### Where is Brian Martin based?

Brian Martin is based in Valencia, California.

### Is Brian Martin registered with the SEC?

Yes. Brian Martin is registered as an investment adviser representative in CA and TX (CRD 5390388), 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 Brian Martin?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5390388): 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.