Michele Madasz
Martel Wealth Advisors · Vancouver, Washington
Michele Madasz is a fee-only financial advisor at Martel Wealth Advisors in Vancouver, Washington. Michele focuses on physicians & residents, small business owners and retirement planning. Martel Wealth Advisors reports charging a percentage of assets on its Form ADV.
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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 |
| SEC registration | Investment adviser representative in WA · CRD 5104896 |
| Exams passed | Series 66 (2009) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.martelwealthadvisors.com |
| Profile |
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Questions about Michele
Is Michele Madasz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele 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 Michele charge for financial advice?
Michele's firm, Martel Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Michele Madasz based?
Michele Madasz is based in Vancouver, Washington.
What does Michele specialize in?
Michele's specialties include physicians & residents, small business owners and retirement planning. Michele works with physicians.
Is Michele Madasz registered with the SEC?
Yes. Michele Madasz is registered as an investment adviser representative in WA (CRD 5104896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Michele Madasz?
Through Michele'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.
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