Firm
Martin Capital Advisors
San Antonio, Texas
Fee-only
Martin Capital Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 8 advisors are listed here; 1 of 8 hold the CFP.
- Its Form ADV reports 9 employees and 82 individual clients, 56 of them high net worth.
- Its average account is about $2.2 million (assets it manages divided by its 84 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | San Antonio, Texas |
|---|---|
| Website | martincapital.com |
| Phone | (210) 694-2100 |
Martin Capital Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.25% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We’re compensated on a fee-only basis, depending on the AUM, from 1% to 0.25% per year." source
"We’re compensated on a fee-only basis, depending on the AUM, from 1% to 0.25% per year." source
"We’re compensated on a fee-only basis, depending on the AUM, from 1% to 0.25% per year." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $182 million |
| Individual clients | 26 |
| High-net-worth clients | 56 |
| Accounts managed | 84 |
| Employees | 9 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121876) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 108529 |