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Advisor

Christopher Martin

Tamalpais Asset Management · Larkspur , California

Christopher Martin is a fee-only financial advisor at Tamalpais Asset Management in Larkspur , California. Christopher focuses on estate & legacy planning, real estate investors and small business owners. Tamalpais Asset Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Specialties

Who they serve

  • Tech employees
  • Ultra high net worth
  • Real estate investors
  • Divorced individuals
  • Pre-retirees

Facts

FirmTamalpais Asset Management
Based in Larkspur , California
Fee model (firm's Form ADV)Percentage of assets
Assets under management$262.5M across 689 accounts
SEC registration Investment adviser representative in CA · CRD 4094151
Exams passedSeries 63 (2000) · Series 65 (2026)
Firm size8 employees
Disclosures None reported
Websitewww.tamalpaisam.com

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Questions about Christopher

Is Christopher Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Tamalpais Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christopher charge for financial advice?

Christopher's firm, Tamalpais Asset Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Christopher Martin based?

Christopher Martin is based in Larkspur , California.

What does Christopher specialize in?

Christopher's specialties include estate & legacy planning, real estate investors and small business owners. Christopher works with tech employees, ultra high net worth, real estate investors, divorced individuals and pre-retirees.

Is Christopher Martin registered with the SEC?

Yes. Christopher Martin is registered as an investment adviser representative in CA (CRD 4094151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Tamalpais Asset Management manage?

Tamalpais Asset Management reports $262.5M across 689 accounts in assets under management.

How do I contact Christopher Martin?

Through Christopher's website, www.tamalpaisam.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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