# Leo Martinez

> Leo Martinez is a fee-only financial advisor at Epsilon Financial Group in Fairfield, California. Epsilon Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/leo-martinez/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Epsilon Financial Group
- **Based in:** Fairfield, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $626.1M across 434 accounts
- **CRD:** 4684268 (https://adviserinfo.sec.gov/individual/summary/4684268)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.epsilonfg.com

## Frequently asked questions

### Is Leo Martinez a fee-only financial advisor?

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

### How does Leo charge for financial advice?

Leo's firm, Epsilon Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Leo Martinez based?

Leo Martinez is based in Fairfield, California.

### Is Leo Martinez registered with the SEC?

Yes. Leo Martinez is registered as an investment adviser representative in CA (CRD 4684268), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Epsilon Financial Group manage?

Epsilon Financial Group reports $626.1M across 434 accounts in assets under management.

### How do I contact Leo Martinez?

Through Leo's website, www.epsilonfg.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4684268): 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

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