Stephen Martin
Purposeful Financial and Legacy Planning · Fort Collins, Colorado
Stephen Martin is a fee-only financial advisor at Purposeful Financial and Legacy Planning in Fort Collins, Colorado, who holds the CFP credential. Purposeful Financial and Legacy Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Purposeful Financial and Legacy Planning |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $107.1M across 336 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 4990898 |
| Exams passed | Series 65 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.purposefulfinancialplanning.com |
| Profile |
How Stephen's firm compares
- Purposeful Financial and Legacy Planning's average account is about $319,000, from its Form ADV (assets managed divided by 336 accounts).
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Questions about Stephen
Is Stephen Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Purposeful Financial and Legacy Planning 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, Purposeful Financial and Legacy Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Martin based?
Stephen Martin is based in Fort Collins, Colorado.
What credentials does Stephen Martin hold?
Stephen Martin holds the CFP credential.
Is Stephen Martin registered with the SEC?
Yes. Stephen Martin is registered as an investment adviser representative in CO (CRD 4990898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Purposeful Financial and Legacy Planning manage?
Purposeful Financial and Legacy Planning reports $107.1M across 336 accounts in assets under management.
How do I contact Stephen Martin?
Through Stephen's website, www.purposefulfinancialplanning.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
- Purposeful Financial and Legacy Planning 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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