Manuel Martinez
Charleston Wealth Advisors · Mount Pleasant, South Carolina
Manuel Martinez is a fee-only financial advisor at Charleston Wealth Advisors in Mount Pleasant, South Carolina, who holds the CFP credential. Manuel charges a flat fee or retainer and a percentage of assets (one-time plans from $2,000 and 1% a year on the first tier of assets managed) and focuses on flat-fee planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Charleston Wealth Advisors |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model | Flat fee or retainer · Percentage of assets |
| Fees (firm's website) | One-time plans from $2,000 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $81.0M across 263 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, SC, TX · CRD 4838649 |
| Exams passed | Series 66 (2004) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | charlestonwealth.com |
| Profile |
How Manuel's firm compares
- A one-time plan starts at $2,000, in line with the US median of $2,000 for fee-only firms that publish prices.
- Charleston Wealth Advisors's average account is about $308,000, from its Form ADV (assets managed divided by 263 accounts).
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Questions about Manuel
Is Manuel Martinez a fee-only financial advisor?
Yes. Manuel Martinez is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Manuel's firm.
How does Manuel charge for financial advice?
Manuel charges a flat fee or retainer and a percentage of assets.
How much does Manuel charge?
According to Charleston Wealth Advisors's website, checked October 28, 2026: one-time plans from $2,000; 1% a year on the first tier of assets managed.
Where is Manuel Martinez based?
Manuel Martinez is based in Mount Pleasant, South Carolina.
What does Manuel specialize in?
Manuel's specialties include flat-fee planning. Manuel works with retirees and pre-retirees.
What credentials does Manuel Martinez hold?
Manuel Martinez holds the CFP credential.
Is Manuel Martinez registered with the SEC?
Yes. Manuel Martinez is registered as an investment adviser representative in FL, SC and TX (CRD 4838649), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Charleston Wealth Advisors manage?
Charleston Wealth Advisors reports $81.0M across 263 accounts in assets under management.
How do I contact Manuel Martinez?
Through Manuel's website, charlestonwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Charleston Wealth Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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