Therese Martin
Martin Financial Management · Itasca, Illinois
Therese Martin is a fee-only financial advisor at Martin Financial Management in Itasca, Illinois, who holds the CFP credential. Martin Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martin Financial Management |
|---|---|
| Based in | Itasca, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $62.0M across 194 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 1320511 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Therese's firm compares
- Martin Financial Management's average account is about $320,000, from its Form ADV (assets managed divided by 194 accounts).
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Questions about Therese
Is Therese Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Therese holds no broker registration, and Martin Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Therese charge for financial advice?
Therese's firm, Martin Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Therese Martin based?
Therese Martin is based in Itasca, Illinois.
What credentials does Therese Martin hold?
Therese Martin holds the CFP credential.
Is Therese Martin registered with the SEC?
Yes. Therese Martin is registered as an investment adviser representative in IL (CRD 1320511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin Financial Management manage?
Martin Financial Management reports $62.0M across 194 accounts in assets under management.
How do I contact Therese Martin?
Contact details aren't on file yet. Search for Martin Financial Management.
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.
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