Julie Martinez
BSW Wealth Partners · Boulder, Colorado
Julie Martinez is a fee-only financial advisor at BSW Wealth Partners in Boulder, Colorado, who holds the CFP credential. Julie focuses on retirement planning, estate & legacy planning and tax planning. BSW Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
Facts
| Firm | BSW Wealth Partners |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $2.24B across 3,876 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 5605585 |
| Exams passed | Series 63 (2013) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.bsw.com |
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Questions about Julie
Is Julie Martinez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie holds no broker registration, and BSW Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Julie charge for financial advice?
Julie's firm, BSW Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Julie work with clients virtually?
Yes. BSW Wealth Partners says on its website that it works with clients remotely.
Where is Julie Martinez based?
Julie Martinez is based in Boulder, Colorado.
What does Julie specialize in?
Julie's specialties include retirement planning, estate & legacy planning and tax planning. Julie works with founders, executives and physicians.
What credentials does Julie Martinez hold?
Julie Martinez holds the CFP credential.
Is Julie Martinez registered with the SEC?
Yes. Julie Martinez is registered as an investment adviser representative in CO (CRD 5605585), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BSW Wealth Partners manage?
BSW Wealth Partners reports $2.24B across 3,876 accounts in assets under management.
How do I contact Julie Martinez?
Through Julie's website, www.bsw.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
- BSW Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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