Advisor at Martin Wealth Solutions
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Firm
Martin Wealth Solutions
Location
Christiansburg, VA 24073
Credentials
Series 63, Series 65
Industry experience
10 years
Samuel Benson is a financial advisor at Martin Wealth Solutions with 10 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Martin Wealth Solutions in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2022. Outside of his advisory work, Benson is involved with Chase Staffing, a staffing company based in Roanoke, VA. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm combines fundamental analysis with a primarily passive, asset-allocation approach and frequently utilizes third-party model solutions 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
Martin Wealth Solutions
2022 - Present (4 years)
Morgan Stanley Private Bank, National Association
2017 - 2022 (5 years)
Morgan Stanley
2017 - 2022 (5 years)
Unemployed
2017 - 2017 (1 year)
THE O.N. Equity Sales Company
2017 - 2017 (1 year)
Benson Insurance Services LLC
2015 - 2017 (2 years)
AllState Insurance Company
2006 - 2017 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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
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CFP®, Series 66
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Ataraxia Advisory Services, LLC
CFP®, Series 66
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Cultivate Financial Planning
Series 63, Series 65
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Main Advisory, Inc.
Series 65
Christiansburg, VA
Martin Wealth Solutions
Series 65
Christiansburg, VA
Martin Wealth Solutions
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