# Mark Martel

> Mark Martel is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington, who holds the CFP credential. Mark focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/mark-martel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Martel Wealth Advisors
- **Based in:** Vancouver, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.46B across 2,787 accounts
- **Credentials:** CFP
- **Specialties:** Physicians & residents, Small business owners, Retirement planning
- **Works with:** Physicians
- **CRD:** 1069926 (https://adviserinfo.sec.gov/individual/summary/1069926)
- **SEC registration:** Investment adviser representative in HI, TX, WA
- **Exams passed:** Series 63 (1982), Series 65 (1995)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.martelwealthadvisors.com

## Frequently asked questions

### Is Mark Martel a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?

Mark's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Mark Martel based?

Mark Martel is based in Vancouver, Washington.

### What does Mark specialize in?

Mark's specialties include physicians & residents, small business owners and retirement planning. Mark works with physicians.

### What credentials does Mark Martel hold?

Mark Martel holds the CFP credential.

### Is Mark Martel registered with the SEC?

Yes. Mark Martel is registered as an investment adviser representative in HI, TX and WA (CRD 1069926), 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 Martel Wealth Advisors manage?

Martel Wealth Advisors reports $1.46B across 2,787 accounts in assets under management.

### How do I contact Mark Martel?

Through Mark's website, www.martelwealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1069926): 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
- The firm's website (https://www.martelwealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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