$147.2K Total AUM
$147.2K Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
9 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-16-2017
- Office Locations
- 1
Office Locations
-- Anacortes WA
About Fidalgo Financial Planning
Fidalgo Financial Planning LLC is a fee-only financial planning firm in Anacortes, Washington, led by CFP professional Shona Martin. The practice provides financial and college planning for retail clients and uses Betterment as a primary platform. The firm notes it is currently not taking on new clients.
Team overview
39 AVG AGE
$147.2K AVG AUM / ADVISOR
$1.8K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Shona Mary Martin
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #6752077
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $147,182 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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