Esau Medina
Medina Financial · Grace, Idaho
Esau Medina is a fee-only financial advisor at Medina Financial in Grace, Idaho. Medina Financial reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Medina Financial |
|---|---|
| Based in | Grace, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.4M across 20 accounts |
| SEC registration | Investment adviser representative in CO, ID, TX · CRD 7087176 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Esau's firm compares
- Medina Financial's average account is about $72,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Esau
Is Esau Medina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Esau holds no broker registration, and Medina Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Esau charge for financial advice?
Esau's firm, Medina Financial, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Esau Medina based?
Esau Medina is based in Grace, Idaho.
Is Esau Medina registered with the SEC?
Yes. Esau Medina is registered as an investment adviser representative in CO, ID and TX (CRD 7087176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Medina Financial manage?
Medina Financial reports $1.4M across 20 accounts in assets under management.
How do I contact Esau Medina?
Contact details aren't on file yet. Search for Medina Financial.
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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