Diego Martinez
Finaccess Advisors · Miami, Florida
Diego Martinez is a fee-only financial advisor at Finaccess Advisors in Miami, Florida. Finaccess Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Finaccess Advisors |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.11B across 160 accounts |
| SEC registration | Investment adviser representative in FL · CRD 5766604 |
| Exams passed | Series 66 (2011) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Profile |
How Diego's firm compares
- Finaccess Advisors's average account is about $25.7 million, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Diego
Is Diego Martinez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Diego holds no broker registration, and Finaccess Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Diego charge for financial advice?
Diego's firm, Finaccess Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Diego Martinez based?
Diego Martinez is based in Miami, Florida.
Is Diego Martinez registered with the SEC?
Yes. Diego Martinez is registered as an investment adviser representative in FL (CRD 5766604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finaccess Advisors manage?
Finaccess Advisors reports $4.11B across 160 accounts in assets under management.
How do I contact Diego Martinez?
Contact details aren't on file yet. Search for Finaccess Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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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