Advisor at Martel Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Martel Wealth Advisors, LLC
Location
Vancouver, WA 98661
Credentials
CFP®, Series 63, Series 65
Industry experience
43 years
Mark Martel is a CFP® with 43 years of experience in financial advising. He is the principal at Martel Wealth Advisors, LLC in Vancouver, WA, where he has worked since 2018, following 27 years at Kms Financial Services, Inc. Martel serves on the board of the PeaceHealth SW Medical Center Foundation. Martel Wealth Advisors, LLC serves individuals, retirement plans, trusts, corporations, and charitable organizations with wealth management, comprehensive planning, and pension consulting. The firm emphasizes strategic asset allocation using mutual funds and ETFs, tailoring portfolios to client objectives and risk tolerance, and manages approximately $1.25 billion in assets.
Based on Martel Wealth Advisors, LLC
Based on Martel Wealth Advisors, LLC
$0 - $499,999: 1.25% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $500,000 - $999,999: 1.00% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $1,000,000 - $4,999,999: 0.75% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $5,000,000 - $9,999,999: 0.60% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $10,000,000+: 0.50% annually (Charles Schwab & Co. Inc & SEI Private Trust Company) $0 - $499,999: 1.24% annually (Transamerica and Lincoln Variable Annuities) $500,000 - $999,999: 1.00% annually (Transamerica and Lincoln Variable Annuities) $1,000,000 - $4,999,999: 0.72% annually (Transamerica and Lincoln Variable Annuities) $5,000,000 - $9,999,999: 0.60% annually (Transamerica and Lincoln Variable Annuities) $10,000,000+: 0.48% annually (Transamerica and Lincoln Variable Annuities) $0 - $1,000,000: 0.75% annually (Pension Consulting) $1,000,000 - $2,999,999: 0.60% annually (Pension Consulting) $3,000,000 - $4,999,999: 0.45% annually (Pension Consulting) $5,000,000 - $9,999,999: 0.35% annually (Pension Consulting) $10,000,000 - $19,999,999: 0.20% annually (Pension Consulting) $20,000,000 - $29,999,999: 0.15% annually (Pension Consulting) $30,000,000+: 0.10% annually (Pension Consulting)
Licensed insurance agent receives commissions for sale of insurance products.
Fee-only: No additional fees for wealth planning services.
2001 Se Columbia River Drive, Ste 200
Vancouver, WA 98661
Hawaii · Texas · Washington
Martel Wealth Advisors Inc.
2018 - Present (8 years)
Kms Financial Services, Inc.
1991 - 2018 (27 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.
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