# Shalina Martos

> Shalina Martos is a fee-only financial advisor at Martos Wealth Management LLC in Bellevue, Washington, who holds the CDFA, CFP and Chartered SRI Counselor credentials. Martos Wealth Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/shalina-martos/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Martos Wealth Management LLC
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $11.6M across 47 accounts
- **Credentials:** CDFA, CFP, Chartered SRI Counselor, CIMA
- **CRD:** 4616725 (https://adviserinfo.sec.gov/individual/summary/4616725)
- **SEC registration:** Investment adviser representative in CA, TX, WA
- **Exams passed:** Series 63 (2003), Series 66 (2007)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Shalina Martos a fee-only financial advisor?

Yes. Shalina Martos is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shalina's firm.

### How does Shalina Martos charge for financial advice?

Shalina's firm, Martos Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Shalina Martos based?

Shalina Martos is based in Bellevue, Washington.

### What credentials does Shalina Martos hold?

Shalina Martos holds the CDFA, CFP, Chartered SRI Counselor and CIMA credentials.

### Is Shalina Martos registered with the SEC?

Yes. Shalina Martos is registered as an investment adviser representative in CA, TX and WA (CRD 4616725), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Martos Wealth Management LLC manage?

Martos Wealth Management LLC reports $11.6M across 47 accounts in assets under management.

### How do I contact Shalina Martos?

Contact details aren't on file yet. Search for Martos Wealth Management LLC.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/52340): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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