Martel Wealth Advisors

Facts

Martel Wealth Advisors fees

Martel Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (8)

• Andrew Strong

• Ann Moore

  CFA

• Devin Jackson

• Jason Martel

  CFP

• Julie Scott

• Lloyd Caudle

• Mark Martel

  CFP

• Michele Madasz