# David Martin

> David Martin is a fee-only financial advisor at MB Generational Wealth in Spokane, Washington. David charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/david-martin-2472822/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MB Generational Wealth
- **Based in:** Spokane, Washington
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $404.4M across 398 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 2472822 (https://adviserinfo.sec.gov/individual/summary/2472822)
- **SEC registration:** Investment adviser representative in TX, WA
- **Exams passed:** Series 63 (1995), Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.mbgenwealth.com/

## Frequently asked questions

### Is David Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and MB Generational Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### Where is David Martin based?

David Martin is based in Spokane, Washington.

### What does David specialize in?

David's specialties include retirement planning and tax planning.

### Is David Martin registered with the SEC?

Yes. David Martin is registered as an investment adviser representative in TX and WA (CRD 2472822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MB Generational Wealth manage?

MB Generational Wealth reports $404.4M across 398 accounts in assets under management.

### How do I contact David Martin?

Through David's website, www.mbgenwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2472822): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mbgenwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.