Advisor at Fidalgo Financial Planning
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Firm
Fidalgo Financial Planning
Location
Anacortes, WA
Credentials
CFP®, Series 65
Industry experience
9 years
Shona Martin is a CFP® and holds a Series 65 license, with nine years of industry experience. She currently operates Fidalgo Financial Planning, a solo independent advisory firm, and has prior experience with Curtis Financial Planning and Archer Investment Management. Before entering financial planning, she worked at the University of Washington Medical Center for four years. Fidalgo Financial Planning provides comprehensive and hourly financial planning services primarily to individual clients, including some high-net-worth individuals. The firm focuses on detailed, benefits-oriented planning and emphasizes passive asset-allocation strategies when investment analysis is involved, relying on third-party money managers for ongoing portfolio management. It offers educational seminars and speaking engagements as a general education service.
Based on Fidalgo Financial Planning
Based on Fidalgo Financial Planning
$200 per hour for financial planning services; $100 per hour for educational seminars/speaking engagements.
Fee-only: Hourly fee of $200 per hour for financial planning services; fees may be negotiable and are due upon completion of engagement. Educational seminars fees range from $0 to $1000, based on $100 hourly rate.
Anacortes, WA
Washington
Curtis Financial Planning
2018 - 2018 (1 year)
Archer Investment Management
2018 - 2023 (5 years)
Fidalgo Financial Planning LLC
2016 - Present (10 years)
N/a
2016 - 2017 (1 year)
University of Washington Medical Center
2012 - 2016 (4 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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