David Martin
MB Generational Wealth · Spokane, Washington
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.
Request an introduction to David →
Specialties
Facts
| Firm | MB Generational Wealth |
|---|---|
| Based in | Spokane, Washington |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $404.4M across 398 accounts |
| SEC registration | Investment adviser representative in TX, WA · CRD 2472822 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mbgenwealth.com |
| Profile |
How David's firm compares
- MB Generational Wealth's average account is about $1.0 million, from its Form ADV (assets managed divided by 398 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- MB Generational Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.