Mark Martel
Martel Wealth Advisors · Vancouver, Washington
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.
Request an introduction to Mark →
Specialties
Who they serve
- Physicians
Facts
| Firm | Martel Wealth Advisors |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.46B across 2,787 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in HI, TX, WA · CRD 1069926 |
| Exams passed | Series 63 (1982) · Series 65 (1995) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.martelwealthadvisors.com |
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark 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 Mark
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.
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.
See something wrong? Request a correction. Read our methodology.