Hrefna Martin
Merit Financial Partners · Westport, Connecticut
Hrefna Martin is a fee-only financial advisor at Merit Financial Partners in Westport, Connecticut, who holds the CFP credential. Merit Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merit Financial Partners |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.2M across 564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 5923804 |
| Exams passed | Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meritfinancialpartners.com |
How Hrefna's firm compares
- Merit Financial Partners's average account is about $547,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Hrefna
Is Hrefna Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hrefna holds no broker registration, and Merit Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hrefna charge for financial advice?
Hrefna's firm, Merit Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Hrefna Martin based?
Hrefna Martin is based in Westport, Connecticut.
What credentials does Hrefna Martin hold?
Hrefna Martin holds the CFP credential.
Is Hrefna Martin registered with the SEC?
Yes. Hrefna Martin is registered as an investment adviser representative in CT (CRD 5923804), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merit Financial Partners manage?
Merit Financial Partners reports $308.2M across 564 accounts in assets under management.
How do I contact Hrefna Martin?
Through Hrefna's website, www.meritfinancialpartners.com.
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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