Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$377,087,213
Total clients
896
11% high-net worth
Total advisors
5
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
179
Average account size
$420,856
Martin Wealth Solutions provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, charities, and businesses. Like many team firms, it charges fees based on assets under management and builds individualized investment policies to guide portfolio construction and ongoing supervision.
The firm combines fundamental analysis with a primarily passive, asset‑allocation approach and frequently uses third‑party model solutions, including the SEI Mutual Fund Models Program where SEI rebalances accounts and acts as custodian. It also engages outside managers, uses TAMP reporting and CRM systems to support service delivery, and can serve as an ERISA fiduciary when providing ongoing monitoring and investment recommendations to retirement plans.
Distinctive features disclosed in the brochure include an affiliated subsidiary, Legacy Coordination, LLC, that offers estate‑planning services to clients, and formal referral arrangements with Ramsey Solutions’ SmartVestor program and SmartAsset that provide paid client leads. The firm also discloses that a firm principal is licensed to sell life and health insurance and may receive commissions for insurance or annuity sales, a potential conflict of interest that is noted in the brochure.
$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
Martin Wealth Solutions
1055 W Main Street
Christiansburg VA 24073, United States
Number of offices
3
Florida · North Carolina · Texas · Virginia
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 65
Christiansburg, VA
Martin Wealth Solutions
Series 65
Christiansburg, VA
Martin Wealth Solutions
Series 63, Series 65
Christiansburg, VA
Martin Wealth Solutions
Series 66
Christiansburg, VA
Martin Wealth Solutions
Series 65
Christiansburg, VA
Martin Wealth Solutions
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