# Daniel Martinez

> Daniel Martinez is a fee-only financial advisor at ENZI Wealth in Austin, Texas. Daniel focuses on retirement planning, tax planning and estate & legacy planning. ENZI Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-martinez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ENZI Wealth
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $450.9M across 866 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 8056347 (https://adviserinfo.sec.gov/individual/summary/8056347)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.enziwealth.com/

## Frequently asked questions

### Is Daniel Martinez a fee-only financial advisor?

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

### How does Daniel charge for financial advice?

Daniel's firm, ENZI Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Martinez based?

Daniel Martinez is based in Austin, Texas.

### What does Daniel specialize in?

Daniel's specialties include retirement planning, tax planning and estate & legacy planning.

### Is Daniel Martinez registered with the SEC?

Yes. Daniel Martinez is registered as an investment adviser representative in TX (CRD 8056347), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ENZI Wealth manage?

ENZI Wealth reports $450.9M across 866 accounts in assets under management.

### How do I contact Daniel Martinez?

Through Daniel's website, www.enziwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8056347): 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
- The firm's website (https://www.enziwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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