Fee-only Financial Planning

Fee-only Financial Planning (CRD# 128824) is a financial advisory firm headquartered in , . They manage $35,130,971 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $1,351,191
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Fee-only Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David T. Martula
CRD#: 1152126
Hadley, MA

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.

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