Jeffrey Martin
RPO Wealth Partners · Charlotte, North Carolina
Jeffrey Martin is a fee-only financial advisor at RPO Wealth Partners in Charlotte, North Carolina. Jeffrey focuses on retirement planning, tax planning and estate & legacy planning. RPO Wealth Partners reports charging fixed fees on its Form ADV.
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Specialties
Facts
| Firm | RPO Wealth Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in NC · CRD 7327812 |
| Exams passed | Series 65 (2021) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | rpowealth.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and RPO Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, RPO Wealth Partners, reports charging fixed fees on its SEC Form ADV.
Where is Jeffrey Martin based?
Jeffrey Martin is based in Charlotte, North Carolina.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and founders (pre-exit).
Is Jeffrey Martin registered with the SEC?
Yes. Jeffrey Martin is registered as an investment adviser representative in NC (CRD 7327812), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Jeffrey Martin?
Through Jeffrey's website, rpowealth.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
- RPO Wealth Partners 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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