# Don Martini

> Don Martini is a fee-only financial advisor at Envision Financial Planning in San Francisco, California, who holds the CFA and CFP credentials. Don focuses on retirement planning, tax planning and estate & legacy planning. Envision Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/don-martini/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Envision Financial Planning
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $250,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFA, CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 1201409 (https://adviserinfo.sec.gov/individual/summary/1201409)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://envisionfinplan.com

## Frequently asked questions

### Is Don Martini a fee-only financial advisor?

Yes. Don Martini is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Don's firm.

### How does Don charge for financial advice?

Don's firm, Envision Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Don charge?

According to Envision Financial Planning's website, checked October 28, 2026: a $250,000 asset minimum.

### Does Don work with clients virtually?

Yes. Envision Financial Planning says on its website that it works with clients remotely.

### Where is Don Martini based?

Don Martini is based in San Francisco, California.

### What does Don specialize in?

Don's specialties include retirement planning, tax planning and estate & legacy planning. Don works with pre-retirees.

### What credentials does Don Martini hold?

Don Martini holds the CFA and CFP credentials.

### Is Don Martini registered with the SEC?

Yes. Don Martini is registered as an investment adviser representative in CA (CRD 1201409), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Don Martini?

Through Don's website, envisionfinplan.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45013): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://envisionfinplan.com/): specialties, clients served, and fees, checked October 28, 2026

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