Martin, Marcus
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
30
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$0
About
The firm provides financial planning and related advisory services primarily to individuals and families and, more recently, to not‑for‑profit entities, small businesses, and trusts. Services focus on reviewing client financial circumstances and producing tailored written recommendations on topics such as cash flow and budgeting, debt management, retirement readiness and withdrawal strategies, college savings, and insurance evaluation.
The adviser’s investment guidance emphasizes broad diversification and long‑term, buy‑and‑hold allocations implemented with low‑cost passive index mutual funds and ETFs, and each engagement is tailored to the client’s circumstances. The firm does not accept custody or discretionary trading authority, generally completes the engagement when the plan is delivered, and provides ongoing or periodic portfolio reviews only at a client’s request.
Notably, the firm does not provide portfolio management for individual client accounts and does not charge percentage‑of‑assets fees—features that are uncommon among independent advisory practices. The firm is fee‑only and invoices clients for advice rather than deducting fees from accounts, reports no assets under advisement, and is led by an adviser with a legal background and prior business experience.
Client services
Financial planning
Expertise
Cash flow / budgeting
Debt management
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Passive / index investing
Fee options
Fixed/flat fees may be considered for appropriate clients and circumstances
$325 per hour for new clients; negotiable and may be discounted
Fee-only: Hourly rate of $325 for new clients; fixed/flat fees may be considered and negotiated
Main office location
Martin, Marcus
Crested Butte CO, United States
Number of offices
1
Most active in
Martin, Marcus has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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