Advisor at Martin Wealth Solutions
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Firm
Martin Wealth Solutions
Location
Christiansburg, VA 24073
Credentials
Series 66
Industry experience
17 years
Jimmy Martin is a financial advisor at Martin Wealth Solutions with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, New River Financial Planning, LLC, and VOYA Financial Advisors. In addition to his advisory role, Martin is an independent insurance agent specializing in fixed insurance sales. Martin Wealth Solutions is a team-based firm that provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation approach supported by fundamental analysis and utilizes third-party model solutions and outside managers to guide portfolio construction and supervision.
Based on Martin Wealth Solutions
Based on Martin Wealth Solutions
$0+: up to 1.75% $0+: up to 1.75% (Retirement Plan Consulting)
$400 per hour with a 5-hour minimum for financial planning
Ongoing financial planning engagement monthly fee generally ranges from $150 to $250
Fee-only: Hourly financial planning fee of $400/hour with 5 hour minimum; ongoing financial planning monthly fee ranges from $150 to $250
1055 W Main Street
Christiansburg, VA 24073
Virginia
Purshe Kaplan Sterling Investments
2016 - 2018 (2 years)
New River Financial Planning, LLC
2016 - Present (10 years)
VOYA Financial Advisors
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
CFP®, Series 66
Radford, VA
Ataraxia Advisory Services, LLC
CFP®, Series 66
Radford, VA
Cultivate Financial Planning
Series 63, Series 65
Blacksburg, VA
Main Advisory, Inc.
Series 65
Christiansburg, VA
Martin Wealth Solutions
Series 65
Christiansburg, VA
Martin Wealth Solutions
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