David Martula, financial advisor Hadley MA

David Martula

CRD Number: 1152126
Current Firm: Fee-only Financial Planning

David Martula (CRD# 1152126) is an Investment Advisor Representative working at Fee-only Financial Planning in Hadley, MA and has 1 year of experience in the finance industry. David Martula has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Fee-only Financial Planning Hadley, MA Nov 1991 - Current 32

David Martula has no recent exams reported.
Contact Info for David T. Martula
Phone Number: 413-586-8002
Firm Website: http://www.martula.com
Registered State(s):
  • MA
Current Firm Details
Fee-only Financial Planning
Firm's CRD Number: 128824
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,262,598
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MA

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