Daniel Martinez
ENZI Wealth · Austin, Texas
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.
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Specialties
Facts
| Firm | ENZI Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $450.9M across 866 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8056347 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.enziwealth.com |
How Daniel's firm compares
- ENZI Wealth's average account is about $521,000, from its Form ADV (assets managed divided by 866 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on retirement planning
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
- ENZI Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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