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Advisor

J Brett Martinson

Parallel Wealth Financial Group · Langley, British Columbia, Canada

J Brett Martinson is a fee-only financial advisor at Parallel Wealth Financial Group in Langley, British Columbia, Canada, who holds the CFP, CLU and B.Eng Mgt credentials. J charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (one-time plans from C$3,500) and focuses on retirement planning, tax planning and estate & legacy planning.

Flat fee or retainerOne-time planning feeOngoing planning fee Fee-only CFPCLUB.Eng Mgt

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmParallel Wealth Financial Group
Based in Langley, British Columbia, Canada
Fee modelFlat fee or retainer · One-time planning fee · Ongoing planning fee
Fees (firm's website)One-time plans from C$3,500
Accepting new clientsYes
CredentialsCFP · CLU · B.Eng Mgt
Websitewww.parallelwealth.com

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Questions about J

Is J Brett Martinson a fee-only financial advisor?

Yes. J Brett Martinson is listed in the Canadian fee-only planners directory (a directory limited to fee-only planners).

How does J charge for financial advice?

J charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

How much does J charge?

According to Parallel Wealth Financial Group's website, checked October 28, 2026: one-time plans from C$3,500.

Where is J Brett Martinson based?

J Brett Martinson is based in Langley, British Columbia, Canada.

What does J specialize in?

J's specialties include retirement planning, tax planning, estate & legacy planning, small business owners and real estate investors. J works with retirees and pre-retirees.

What credentials does J Brett Martinson hold?

J Brett Martinson holds the CFP, CLU and B.Eng Mgt credentials.

How do I contact J Brett Martinson?

Through J's website, www.parallelwealth.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • Canadian fee-only planners directory : a directory limited to fee-only planners
  • Parallel Wealth Financial Group website : specialties, clients served, and fees, checked October 28, 2026
  • Directory listing last checked April 21, 2026.

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