# Eric Martin

> Eric Martin is a fee-only financial advisor at Concinnus Financial in Post Falls, Idaho. Eric focuses on tax planning and small business owners. Concinnus Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-martin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Concinnus Financial
- **Based in:** Post Falls, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $30.5M across 158 accounts
- **Specialties:** Tax planning, Small business owners
- **CRD:** 7120716 (https://adviserinfo.sec.gov/individual/summary/7120716)
- **SEC registration:** Investment adviser representative in AZ, ID, TX, WA
- **Exams passed:** Series 65 (2019)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.concinnusfin.com

## Frequently asked questions

### Is Eric Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Concinnus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Concinnus Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Eric Martin based?

Eric Martin is based in Post Falls, Idaho.

### What does Eric specialize in?

Eric's specialties include tax planning and small business owners.

### Is Eric Martin registered with the SEC?

Yes. Eric Martin is registered as an investment adviser representative in AZ, ID, TX and WA (CRD 7120716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Concinnus Financial manage?

Concinnus Financial reports $30.5M across 158 accounts in assets under management.

### How do I contact Eric Martin?

Through Eric's website, www.concinnusfin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7120716): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.concinnusfin.com/): specialties, clients served, and fees, checked October 30, 2026

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