Advisor at Martin Wealth Solutions
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Firm
Martin Wealth Solutions
Location
Christiansburg, VA 24073
Credentials
Series 65
Industry experience
8 years
Theresa Martin is a financial advisor at Martin Wealth Solutions in Christiansburg, VA, holding a Series 65 designation with eight years of industry experience. She has worked at New River Financial Group, LLC since 2017 and has been affiliated with Carilion Medical Clinic since 2015. Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charities, and businesses. The firm employs a primarily passive, asset-allocation investment approach combined with fundamental analysis and utilizes third-party model solutions such as the SEI Mutual Fund Models Program.
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
New River Financial Group, LLC
2017 - Present (9 years)
Carilion Medical Clinic
2015 - Present (11 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
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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
Slagel Investment Management
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Ataraxia Advisory Services, LLC
CFP®, Series 66
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Cultivate Financial Planning
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Main Advisory, Inc.
Series 65
Christiansburg, VA
Martin Wealth Solutions
Series 63, Series 65
Christiansburg, VA
Martin Wealth Solutions
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