Molly Martin
Concinnus Financial · Post Falls, Idaho
Molly Martin is a fee-only financial advisor at Concinnus Financial in Post Falls, Idaho. Molly focuses on tax planning and small business owners. Concinnus Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Concinnus Financial |
|---|---|
| Based in | Post Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $30.5M across 158 accounts |
| SEC registration | Investment adviser representative in ID · CRD 7211898 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.concinnusfin.com |
How Molly's firm compares
- Concinnus Financial's average account is about $193,000, from its Form ADV (assets managed divided by 158 accounts).
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Questions about Molly
Is Molly Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Molly holds no broker registration, and Concinnus Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Molly charge for financial advice?
Molly's firm, Concinnus Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Molly Martin based?
Molly Martin is based in Post Falls, Idaho.
What does Molly specialize in?
Molly's specialties include tax planning and small business owners.
Is Molly Martin registered with the SEC?
Yes. Molly Martin is registered as an investment adviser representative in ID (CRD 7211898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concinnus Financial manage?
Concinnus Financial reports $30.5M across 158 accounts in assets under management.
How do I contact Molly Martin?
Through Molly's website, www.concinnusfin.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
- Concinnus Financial 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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