Martin Wealth Solutions fees and pricing

Financial planner in Christiansburg, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 17, 2026, Martin Wealth Solutions charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Page 10 of 21 Disclosure Brochure Page 11 of 21 Disclosure Brochure Financial Planning Hourly Fee Financial Planning fee is an hourly rate of $400.00 per hour with a 5 hour Minimum requirement.”

Payment and refund terms, quoted from the fee section of the brochure.

“The annual fees are negotiable based on the scope, complexity as well as the time and credentials required.”
“Advisory fees are directly debited from client accounts, or the client can choose to pay by check.”
“An account can be terminated with written notice at least 30 calendar days in advance.”

Its hourly rate of $400 is above the Virginia median of $260. 83% of the 203 other Virginia planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 896
Employees: 10
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $377,087,213
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 283428
Website: planwellretirehappy.com (opens in new tab)
Phone: (540) 639-4810

Can advise clients in 4 states: Florida, North Carolina, Texas, Virginia

Is something on this page wrong or out of date?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.