Samuel Benson
Martin Wealth Solutions · Christiansburg, Virginia
Samuel Benson is a fee-only financial advisor at Martin Wealth Solutions in Christiansburg, Virginia. Samuel charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Martin Wealth Solutions |
|---|---|
| Based in | Christiansburg, Virginia |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $377.1M across 1,638 accounts |
| SEC registration | Investment adviser representative in VA · CRD 6305225 |
| Exams passed | Series 63 (2014) · Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planwellretirehappy.com |
How Samuel's firm compares
- Martin Wealth Solutions's average account is about $230,000, from its Form ADV (assets managed divided by 1,638 accounts).
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Questions about Samuel
Is Samuel Benson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Martin Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel charges a percentage of assets.
Where is Samuel Benson based?
Samuel Benson is based in Christiansburg, Virginia.
What does Samuel specialize in?
Samuel's specialties include retirement planning and tax planning. Samuel works with retirees and pre-retirees.
Is Samuel Benson registered with the SEC?
Yes. Samuel Benson is registered as an investment adviser representative in VA (CRD 6305225), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martin Wealth Solutions manage?
Martin Wealth Solutions reports $377.1M across 1,638 accounts in assets under management.
How do I contact Samuel Benson?
Through Samuel's website, www.planwellretirehappy.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
- Martin Wealth Solutions 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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