Shona Martin is a CFP-designated registered investment advisor at Fidalgo Financial Planning, based in Anacortes, WA, with 9 years of industry experience. Shona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 2 clients with $150K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fidalgo Financial Planning no longer offers investment management services to new clients. For previous clients already with Betterment, the advisory fee is 0.40% annually, which includes Betterment's fee of 0.20%. Fees are negotiable, pro-rated, and paid quarterly in arrears.
Location
Anacortes, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shona Martin provides paraplanning services on a contract basis for another financial planning firm. This activity may account for up to 40% of her time.
Employment History
Current Registrations
Fidalgo Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.