Shona Martin
Fidalgo Financial Planning · Anacortes, Washington
Shona Martin is a fee-only financial advisor at Fidalgo Financial Planning in Anacortes, Washington, who holds the CFP credential. Fidalgo Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Shona →
Facts
| Firm | Fidalgo Financial Planning |
|---|---|
| Based in | Anacortes, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147K across 3 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6752077 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fidalgofinancial.com |
How Shona's firm compares
- Fidalgo Financial Planning's average account is about $49,000, from its Form ADV (assets managed divided by 3 accounts).
Request an introduction to Shona
Tell Shona a little about what you're looking for. Shona 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 Shona
Is Shona Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shona holds no broker registration, and Fidalgo Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shona charge for financial advice?
Shona's firm, Fidalgo Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Shona Martin based?
Shona Martin is based in Anacortes, Washington.
What credentials does Shona Martin hold?
Shona Martin holds the CFP credential.
Is Shona Martin registered with the SEC?
Yes. Shona Martin is registered as an investment adviser representative in WA (CRD 6752077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fidalgo Financial Planning manage?
Fidalgo Financial Planning reports $147K across 3 accounts in assets under management.
How do I contact Shona Martin?
Through Shona's website, www.fidalgofinancial.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.