Stephen Wright Martin
Investment adviser representative at Purposeful Financial and Legacy Planning
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$107.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Purposeful Financial and Legacy PlanningFeb 2025 to now
- Martin Wealth Management, LLCSep 2005 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (CO).
Purposeful Financial and Legacy Planning
Legal name: Martin Wealth Management
$107.1MAssets managed
90Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4990898
- Firm CRD
- 135813