Jimmy Martin
Martin Wealth Solutions · Christiansburg, Virginia
Jimmy Martin is a fee-only financial advisor at Martin Wealth Solutions in Christiansburg, Virginia. Jimmy charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Martin Wealth Solutions |
|---|---|
| Based in | Christiansburg, Virginia |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $377.1M across 1,638 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5625493 |
| Exams passed | Series 66 (2009) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.planwellretirehappy.com |
How Jimmy's firm compares
- Martin Wealth Solutions's average account is about $230,000, from its Form ADV (assets managed divided by 1,638 accounts).
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Questions about Jimmy
Is Jimmy Martin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jimmy holds no broker registration, and Martin Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jimmy charge for financial advice?
Jimmy charges a percentage of assets.
Where is Jimmy Martin based?
Jimmy Martin is based in Christiansburg, Virginia.
What does Jimmy specialize in?
Jimmy's specialties include retirement planning and tax planning. Jimmy works with retirees and pre-retirees.
Is Jimmy Martin registered with the SEC?
Yes. Jimmy Martin is registered as an investment adviser representative in VA (CRD 5625493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Martin Wealth Solutions manage?
Martin Wealth Solutions reports $377.1M across 1,638 accounts in assets under management.
How do I contact Jimmy Martin?
Through Jimmy's website, www.planwellretirehappy.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
- Martin Wealth Solutions 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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