Martin Rascon
Weatherly Asset Management · Del Mar, California
Martin Rascon is a fee-only financial advisor at Weatherly Asset Management in Del Mar, California, who holds the CFA credential. Martin focuses on small business owners, founders (pre-exit) and estate & legacy planning. Weatherly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Weatherly Asset Management |
|---|---|
| Based in | Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.68B across 1,348 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 7337952 |
| Exams passed | Series 65 (2021) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.weatherlyassetmgt.com |
How Martin's firm compares
- Weatherly Asset Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,348 accounts).
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Questions about Martin
Is Martin Rascon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Weatherly Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Weatherly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Martin Rascon based?
Martin Rascon is based in Del Mar, California.
What does Martin specialize in?
Martin's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Martin works with founders.
What credentials does Martin Rascon hold?
Martin Rascon holds the CFA credential.
Is Martin Rascon registered with the SEC?
Yes. Martin Rascon is registered as an investment adviser representative in CA (CRD 7337952), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weatherly Asset Management manage?
Weatherly Asset Management reports $1.68B across 1,348 accounts in assets under management.
How do I contact Martin Rascon?
Through Martin's website, www.weatherlyassetmgt.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
- Weatherly Asset Management 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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