William Martinez
ENZI Wealth · Austin, Texas
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.
Request an introduction to William →
Specialties
Facts
| Firm | ENZI Wealth |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $450.9M across 866 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX, VA · CRD 6528481 |
| Exams passed | Series 66 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.enziwealth.com |
| Profile |
How William's firm compares
- ENZI Wealth's average account is about $521,000, from its Form ADV (assets managed divided by 866 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on retirement planning
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
- ENZI Wealth 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.
See something wrong? Request a correction. Read our methodology.