# Martin Lundgren

> Martin Lundgren is a fee-only financial advisor at Northern Lights Advisors Inc. in Seattle, Washington, who holds the CFA and CFP credentials. Martin charges a percentage of assets and an ongoing planning fee and focuses on equity compensation, international & expat planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/martin-lundgren/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Northern Lights Advisors Inc.
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $258.9M across 339 accounts
- **Credentials:** CFA, CFP
- **Specialties:** Equity compensation, International & expat planning, Founders (pre-exit), Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Tech employees, Executives, High earners, Ultra high net worth, Multi-generational families, Cross-border families
- **CRD:** 5983774 (https://adviserinfo.sec.gov/individual/summary/5983774)
- **SEC registration:** Investment adviser representative in CA, TX, VA, WA
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://nlria.com

## Frequently asked questions

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

Yes. Martin Lundgren 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 Martin's firm.

### How does Martin charge for financial advice?

Martin charges a percentage of assets and an ongoing planning fee.

### Where is Martin Lundgren based?

Martin Lundgren is based in Seattle, Washington.

### What does Martin specialize in?

Martin's specialties include equity compensation, international & expat planning, founders (pre-exit), retirement planning, estate & legacy planning and tax planning. Martin works with tech employees, executives, high earners, ultra high net worth and multi-generational families.

### What credentials does Martin Lundgren hold?

Martin Lundgren holds the CFA and CFP credentials.

### Is Martin Lundgren registered with the SEC?

Yes. Martin Lundgren is registered as an investment adviser representative in CA, TX, VA and WA (CRD 5983774), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Northern Lights Advisors Inc. manage?

Northern Lights Advisors Inc. reports $258.9M across 339 accounts in assets under management.

### How do I contact Martin Lundgren?

Through Martin's website, nlria.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39333): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://nlria.com/): specialties, clients served, and fees, checked October 28, 2026

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