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Advisor

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.

Percentage of assetsFixed fees Fee-only CFPCFA

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Specialties

Who they serve

  • Retirees
  • Pre-retirees

Facts

FirmTowneley Capital Management
Based in Laguna Hills, California
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Accepting new clientsYes
Assets under management$1.09B across 424 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in CA, TX · CRD 2140841
Exams passedSeries 66 (2011)
Firm size12 employees
Disclosures None reported
Websitewww.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).

What fee-only advisors charge in California

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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

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