# Theresa Martin

> Theresa Martin is a fee-only financial advisor at Martin Wealth Solutions in Christiansburg, Virginia. Theresa charges a percentage of assets and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/theresa-martin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Martin Wealth Solutions
- **Based in:** Christiansburg, Virginia
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $377.1M across 1,638 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6390032 (https://adviserinfo.sec.gov/individual/summary/6390032)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.planwellretirehappy.com/

## Frequently asked questions

### Is Theresa Martin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Theresa 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 Theresa charge for financial advice?

Theresa charges a percentage of assets.

### Where is Theresa Martin based?

Theresa Martin is based in Christiansburg, Virginia.

### What does Theresa specialize in?

Theresa's specialties include retirement planning and tax planning. Theresa works with retirees and pre-retirees.

### Is Theresa Martin registered with the SEC?

Yes. Theresa Martin is registered as an investment adviser representative in VA (CRD 6390032), 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 Theresa Martin?

Through Theresa's website, www.planwellretirehappy.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6390032): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.planwellretirehappy.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.