Martin Lunn
Wilson David Investment Advisors · Aiken, South Carolina
Martin Lunn is a fee-only financial advisor at Wilson David Investment Advisors in Aiken, South Carolina. Wilson David Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Wilson David Investment Advisors |
|---|---|
| Based in | Aiken, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $6.9M across 18 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6380672 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wilsondavid.com |
How Martin's firm compares
- Wilson David Investment Advisors's average account is about $384,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Martin
Is Martin Lunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Wilson David Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Wilson David Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Martin Lunn based?
Martin Lunn is based in Aiken, South Carolina.
Is Martin Lunn registered with the SEC?
Yes. Martin Lunn is registered as an investment adviser representative in SC (CRD 6380672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wilson David Investment Advisors manage?
Wilson David Investment Advisors reports $6.9M across 18 accounts in assets under management.
How do I contact Martin Lunn?
Through Martin's website, www.wilsondavid.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
- 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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