# William Martinez

> William Martinez is a fee-only financial advisor at ENZI Wealth in Austin, Texas, who holds the CFP credential. William focuses on retirement planning, tax planning and estate & legacy planning. ENZI Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-martinez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** ENZI Wealth
- **Based in:** Austin, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $450.9M across 866 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6528481 (https://adviserinfo.sec.gov/individual/summary/6528481)
- **SEC registration:** Investment adviser representative in CA, CO, TX, VA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.enziwealth.com/

## Frequently asked questions

### Is William Martinez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and ENZI Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

William's firm, ENZI Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is William Martinez based?

William Martinez is based in Austin, Texas.

### What does William specialize in?

William's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does William Martinez hold?

William Martinez holds the CFP credential.

### Is William Martinez registered with the SEC?

Yes. William Martinez is registered as an investment adviser representative in CA, CO, TX and VA (CRD 6528481), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does ENZI Wealth manage?

ENZI Wealth reports $450.9M across 866 accounts in assets under management.

### How do I contact William Martinez?

Through William's website, www.enziwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6528481): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.enziwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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