# Joseph Martin

> Joseph Martin is a fee-only financial advisor at Goalbridge Wealth Management in Appleton, Wisconsin, who holds the CFP and CFA credentials. Goalbridge Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-martin/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Goalbridge Wealth Management
- **Based in:** Appleton, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $70M across 269 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5953030 (https://adviserinfo.sec.gov/individual/summary/5953030)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 66 (2011)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.goalbridgewealth.com

## Frequently asked questions

### Is Joseph Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Goalbridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Goalbridge Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joseph Martin based?

Joseph Martin is based in Appleton, Wisconsin.

### What credentials does Joseph Martin hold?

Joseph Martin holds the CFP and CFA credentials.

### Is Joseph Martin registered with the SEC?

Yes. Joseph Martin is registered as an investment adviser representative in WI (CRD 5953030), 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 Goalbridge Wealth Management manage?

Goalbridge Wealth Management reports $70M across 269 accounts in assets under management.

### How do I contact Joseph Martin?

Through Joseph's website, www.goalbridgewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5953030): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.