AdvisorOS Directory
Claim Profile
Unclaimed Profile
CM

Craig Lee Martin

FAMILY WEALTH CONSULTANTS, INC.·SAN JOSE, California
Series 6, Series 7, Series 24, Series 65Clean record24 years registeredFAMILY WEALTH CONSULTANTS, INC.
1541 THE ALAMEDA, SAN JOSE, CA 95126CRD# 1021669Firm CRD# 128494

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Lee Martin · SAN JOSE, CA
Registration
CRD #1021669 · FAMILY WEALTH CONSULTANTS, INC. · 24 years registered
Brand Profile
Not yet started
01

Career History

FOURSTAR WEALTH ADVISORS, LLC
Sep 2022 – present
FAMILY WEALTH CONSULTANTS, INC.
Oct 2003 – present
FAMILY WEALTH CONSULTANTS, INC.
Oct 2001 – Dec 2003
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 24
Series 65
Registration record
First registered · October 15, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FAMILY WEALTH CONSULTANTS, INC.
CRD 128494 · SEC 801-126223
AUM
$44M
Regulatory assets under management
Employees
3
83 client accounts
Services offered by FAMILY WEALTH CONSULTANTS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FAMILY WEALTH CONSULTANTS, INC. →
Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Browse SAN JOSE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Craig Lee Martin offer?
Craig Lee Martin specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Craig Lee Martin's credentials?
Craig Lee Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Lee Martin located?
Craig Lee Martin is based in SAN JOSE, California, working with FAMILY WEALTH CONSULTANTS, INC.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Craig Lee Martin charge for services?
Craig Lee Martin's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FAMILY WEALTH CONSULTANTS, INC.?
FAMILY WEALTH CONSULTANTS, INC. has approximately 3 employees and manages $44M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SAN JOSE, California

Suzanne H Cox
BETTERWEALTH LLC·SAN JOSE, CA
Robert Alan Yager
YAGER ROBERT ALAN·SAN JOSE, CA
Daniel Charles Gutierrez
PGR SOLUTIONS, LLC·SAN JOSE, CA
Himanshu Monty Joshi
OPTIMAL ASSET MANAGEMENT, INC.·SAN JOSE, CA
Christopher Kevin Combs
SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, CA
Naomi Lynn Kantrowitz
BRIGHTPLAN LLC·SAN JOSE, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA MONICA (118)SANTA BARBARA (103)LA JOLLA (100)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile