Theresa Martin
Martin Wealth Solutions · Christiansburg, Virginia
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.
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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 6390032 |
| Exams passed | Series 65 (2017) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.planwellretirehappy.com |
| Profile |
How Theresa'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 Theresa
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.
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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