Stephen Johns
Martin & Company · Valencia, California
Stephen Johns is a fee-only financial advisor at Martin & Company in Valencia, California. Martin & Company reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Stephen →
Facts
| Firm | Martin & Company |
|---|---|
| Based in | Valencia, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.2M across 728 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6008050 |
| Exams passed | Series 63 (2012) · Series 65 (2017) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.martinadvisors.com |
| Profile |
How Stephen's firm compares
- Martin & Company's average account is about $462,000, from its Form ADV (assets managed divided by 728 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen 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 Stephen
Is Stephen Johns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Martin & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Martin & Company, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Johns based?
Stephen Johns is based in Valencia, California.
Is Stephen Johns registered with the SEC?
Yes. Stephen Johns is registered as an investment adviser representative in CA and TX (CRD 6008050), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin & Company manage?
Martin & Company reports $336.2M across 728 accounts in assets under management.
How do I contact Stephen Johns?
Through Stephen's website, www.martinadvisors.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.