Gary Martinelli
Tableaux Wealth · Great Barrington, Massachusetts
Gary Martinelli is a fee-only financial advisor at Tableaux Wealth in Great Barrington, Massachusetts. Gary focuses on estate & legacy planning, family wealth transfer and tax planning. Tableaux Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Tableaux Wealth |
|---|---|
| Based in | Great Barrington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $229.7M across 617 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4753417 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.tableauxwealth.com |
How Gary's firm compares
- Tableaux Wealth's average account is about $372,000, from its Form ADV (assets managed divided by 617 accounts).
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Questions about Gary
Is Gary Martinelli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Tableaux Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Tableaux Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Martinelli based?
Gary Martinelli is based in Great Barrington, Massachusetts.
What does Gary specialize in?
Gary's specialties include estate & legacy planning, family wealth transfer and tax planning.
Is Gary Martinelli registered with the SEC?
Yes. Gary Martinelli is registered as an investment adviser representative in MA (CRD 4753417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tableaux Wealth manage?
Tableaux Wealth reports $229.7M across 617 accounts in assets under management.
How do I contact Gary Martinelli?
Through Gary's website, www.tableauxwealth.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
- Tableaux 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.
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