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Advisor

David Martin

Eltero Financial Partners Inc. · Halifax, Nova Scotia, Canada

David Martin is a fee-only financial advisor at Eltero Financial Partners Inc. in Halifax, Nova Scotia, Canada, who holds the FCSI, CIM and CFP (ret'd) credentials. David charges a flat fee or retainer and a one-time planning fee (one-time plans from C$2,700) and focuses on flat-fee planning, retirement planning and tax planning.

Flat fee or retainerOne-time planning fee Fee-only FCSICIMCFP (ret'd)

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Specialties

Who they serve

  • Physicians
  • Founders

Facts

FirmEltero Financial Partners Inc.
Based in Halifax, Nova Scotia, Canada
Fee modelFlat fee or retainer · One-time planning fee
Fees (firm's website)One-time plans from C$2,700
Works virtuallyYes
Accepting new clientsYes
CredentialsFCSI · CIM · CFP (ret'd)
Websiteelterofinancial.com

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Questions about David

Is David Martin a fee-only financial advisor?

Yes. David Martin is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does David charge for financial advice?

David charges a flat fee or retainer and a one-time planning fee.

How much does David charge?

According to Eltero Financial Partners Inc.'s website, checked October 28, 2026: one-time plans from C$2,700.

Does David work with clients virtually?

Yes. Eltero Financial Partners Inc. says on its website that it works with clients remotely.

Where is David Martin based?

David Martin is based in Halifax, Nova Scotia, Canada.

What does David specialize in?

David's specialties include flat-fee planning, retirement planning, tax planning, estate & legacy planning, small business owners and cross-border (US / Canada). David works with physicians and founders.

What credentials does David Martin hold?

David Martin holds the FCSI, CIM and CFP (ret'd) credentials.

How do I contact David Martin?

Through David's website, elterofinancial.com.

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

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Eltero Financial Partners Inc. website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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