Jason Martel
Martel Wealth Advisors · Vancouver, Washington
Jason Martel is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington, who holds the CFP credential. Jason focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Jason →
Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6577814 |
| Exams passed | Series 65 (2016) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
| Profile |
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason 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 Jason
Is Jason Martel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Martel Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Martel based?
Jason Martel is based in Vancouver, Washington.
What does Jason specialize in?
Jason's specialties include physicians & residents, small business owners and retirement planning. Jason works with physicians.
What credentials does Jason Martel hold?
Jason Martel holds the CFP credential.
Is Jason Martel registered with the SEC?
Yes. Jason Martel is registered as an investment adviser representative in WA (CRD 6577814), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martel Wealth Advisors manage?
Martel Wealth Advisors reports $1.46B across 2,787 accounts in assets under management.
How do I contact Jason Martel?
Through Jason's website, www.martelwealthadvisors.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
- Martel Wealth Advisors 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.