Julie Scott
Martel Wealth Advisors · Sequim, Washington
Julie Scott is a fee-only financial advisor at Martel Wealth Advisors in Sequim, Washington. Julie focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Sequim, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4166927 |
| Exams passed | Series 66 (2000) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
Request an introduction to Julie
Tell Julie a little about what you're looking for. Julie 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 Julie
Is Julie Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?
Julie's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Julie Scott based?
Julie Scott is based in Sequim, Washington.
What does Julie specialize in?
Julie's specialties include physicians & residents, small business owners and retirement planning. Julie works with physicians.
Is Julie Scott registered with the SEC?
Yes. Julie Scott is registered as an investment adviser representative in WA (CRD 4166927), 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 Julie Scott?
Through Julie'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.
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