Martin Standish
Towneley Capital Management · Laguna Hills, California
Martin Standish is a fee-only financial advisor at Towneley Capital Management in Laguna Hills, California, who holds the CFP and CFA credentials. Martin focuses on retirement planning. Towneley Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Martin →
Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Towneley Capital Management |
|---|---|
| Based in | Laguna Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.09B across 424 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2140841 |
| Exams passed | Series 66 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.towneley.com |
How Martin's firm compares
- Towneley Capital Management's average account is about $2.6 million, from its Form ADV (assets managed divided by 424 accounts).
Request an introduction to Martin
Tell Martin a little about what you're looking for. Martin 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 Martin
Is Martin Standish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Towneley Capital Management 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, Towneley Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Martin Standish based?
Martin Standish is based in Laguna Hills, California.
What does Martin specialize in?
Martin's specialties include retirement planning. Martin works with retirees and pre-retirees.
What credentials does Martin Standish hold?
Martin Standish holds the CFP and CFA credentials.
Is Martin Standish registered with the SEC?
Yes. Martin Standish is registered as an investment adviser representative in CA and TX (CRD 2140841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Towneley Capital Management manage?
Towneley Capital Management reports $1.09B across 424 accounts in assets under management.
How do I contact Martin Standish?
Through Martin's website, www.towneley.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
- Towneley Capital Management 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.