Martello Retirement and Wealth, LLC fees and pricing
Financial planner in Virginia Beach, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Martello Retirement and Wealth, LLC charges an annual fee of $3,600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $3,600/yr
“We charge an annual fee of $3,600 for these financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Martello Retirement and Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the case of termination, we will refund the client for the full amount of all fees collected in advance for the terminating billing period.”
- “This service is billed in advance and adjusted pro-rata for mid-period deposits or withdrawals.”
- “In the event this service is terminated at any time other than the end of the billing period, we will refund the client for the full amount of all fees collected in advance for the terminating billing period.”
How Martello Retirement and Wealth, LLC’s fees compare
- Its annual fee of $3,600 is below the Virginia median of $6,350. 29% of the 55 other Virginia planners that publish an annual fee charge less.
- 1 of the 5 other planners in Virginia Beach that publish an annual fee charge less.
About Martello Retirement and Wealth, LLC
“We offer fee-only financial planning services and investment management for our financial planning clients. Our firm offers comprehensive financial planning services tailored to meet the needs of individuals who are nearing or in retirement, as well as affluent clients seeking to optimize their wealth.”
- Principal: Charles Culver
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®, CPA, EA, and CFA.
- Registered as an adviser: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Minimum
- $11,000 minimum fee (stated in brochure)
- Clients
- 6
- Employees
- 2
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $34,419,113
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 287730
- Phone
- (757) 664-9400
Other planners in Virginia Beach that publish fees
- Altura Wealth AdvisorsVirginia Beach$4,000-$25,000, $350-$2,500/mo
- Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500-$10,000
- Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000-$50,000
- Bellars Harris Wealth ManagementVirginia Beach$5,000-$25,000
- Compton Wealth Advisory Group, LLCVirginia Beach$150-$450/hr
- Cook Financial Designs, Inc.Virginia Beach$4,000-$40,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.