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David Martula

Advisor at Fee-Only Financial Planning

Updated today
Fee-Only Financial Planning logo

Firm

Fee-Only Financial Planning

Location

Hadley, MA

Credentials

CFP®

Industry experience

21 years

About

David Martula is a CFP® professional with 21 years of industry experience. He has been the sole advisor at Fee-Only Financial Planning since 1991. Fee-Only Financial Planning serves individual clients, including high-net-worth households, by providing financial planning and discretionary portfolio management. The firm emphasizes a low-cost, buy-and-hold investment approach using no-load mutual funds, tailoring recommendations to clients’ goals and life stages.

Client services

Based on Fee-Only Financial Planning

Financial planning Portfolio management

Expertise

Based on Fee-Only Financial Planning

General retirement planning Wealth management College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy

Demographic focus

Based on Fee-Only Financial Planning

Approaching retirement Young Families

Fee options

Fixed

Flat fees typically range from $100 to $500 depending on complexity for financial planning services.

Project-based

$100 per hour for financial planning services.

Other

Fee-only: Flat fees ranging from $100 to $500 for financial planning services, billed upon completion.

Location

Hadley, MA

Most active in

Massachusetts

Work history

Fee-Only Financial Planning

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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