Leo Martinez
Epsilon Financial Group · Fairfield, California
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.
Request an introduction to Leo →
Facts
| Firm | Epsilon Financial Group |
|---|---|
| Based in | Fairfield, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $626.1M across 434 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4684268 |
| Exams passed | Series 66 (2005) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.epsilonfg.com |
How Leo's firm compares
- Epsilon Financial Group's average account is about $1.4 million, from its Form ADV (assets managed divided by 434 accounts).
Request an introduction to Leo
Tell Leo a little about what you're looking for. Leo isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Leo
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.
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.
See something wrong? Request a correction. Read our methodology.