David Martinez
ENZI Wealth · Austin, Texas
David Martinez is a fee-only financial advisor at ENZI Wealth in Austin, Texas, who holds the CFP credential. David 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX, VA · CRD 2380628 |
| Exams passed | Series 63 (1993) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.enziwealth.com |
| Profile |
How David'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 David
Is David Martinez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, ENZI Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Martinez based?
David Martinez is based in Austin, Texas.
What does David specialize in?
David's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does David Martinez hold?
David Martinez holds the CFP credential.
Is David Martinez registered with the SEC?
Yes. David Martinez is registered as an investment adviser representative in CA, CO, TX and VA (CRD 2380628), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ENZI Wealth manage?
ENZI Wealth reports $450.9M across 866 accounts in assets under management.
How do I contact David Martinez?
Through David'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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