Don Martini
Envision Financial Planning · San Francisco, California
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.
Request an introduction to Don →
Specialties
Who they serve
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in CA · CRD 1201409 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | envisionfinplan.com |
| Profile |
Request an introduction to Don
Tell Don a little about what you're looking for. Don isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Don
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Envision Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.