RBC Capital Markets
46yrs
Top advisor by experience in Fort Collins
21yrs
Stephen Martin
Full name on record: Stephen Wright Martin
Financial advisor at Purposeful Financial and Legacy Planning
Based in Fort Collins, Colorado, Stephen Martin is a fiduciary financial advisor with 21 years of industry experience. Stephen has been with Purposeful Financial and Legacy Planning since 2025. Stephen holds the CFP® designation.
One of 351 advisors with offices in Fort Collins, and one of 326 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 74% of advisors in Fort Collins
OfficeFort Collins, CO
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.19 million
States licensed ?1 state
Services through Purposeful Financial and Legacy Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2025 – nowPurposeful Financial and Legacy PlanningCurrent firm
Contact Stephen
(970) 443-1873Purposeful Financial and Legacy Planning main office Fort Collins, COOffice · Get directions YouTube channelPurposeful Financial and Legacy PlanningIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Purposeful Financial and Legacy Planning at (970) 443-1873 and ask for Stephen Martin. Stephen works from the Fort Collins, CO office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2005, about 21 years. More experience than 74% of advisors in Fort Collins.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Purposeful Financial and Legacy Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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