# Fidalgo Financial Planning

Fidalgo Financial Planning is an other based in Anacortes, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Anacortes, United States
- **Region:** North America
- **Address:** Anacortes, WA, United States
- **Assets under management:** Undisclosed
- **Website:** fidalgofinancial.com
- **LinkedIn:** https://www.linkedin.com/company/shona-martin-940973138

## Regulatory record

- **CRD number:** 286654
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286654

## About

FIDALGO FINANCIAL PLANNING is a state-registered investment adviser with $147,182 in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Questions

### What investment vehicles does the firm use?

The firm constructs portfolios using Dimensional Fund Advisors (DFA) and Vanguard mutual funds and ETFs. It does not appear to offer alternatives, private equity, direct indexing, or structured products. The emphasis is on low-cost, passive exposure with periodic rebalancing — standard for a fee-only RIA targeting retirement-income clients.

## Related profiles

- [FHT](https://altss.com/profile/fht-llc)
- [FIDELIS FS](https://altss.com/profile/fidelis-fs-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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