MARTEL WEALTH ADVISORS INC
Vancouver, Washington
Martel Wealth Advisors Inc, based out of Vancouver, WA, is a local investment advisory firm providing comprehensive financial planning and wealth management services. With a team of 14 dedicated professionals, they specialize in investment advisory services, with 12 advisors focusing on delivering personalized investment strategies to their clients. As an established firm, Martel Wealth Advisors Inc manages a substantial amount of assets, with an average of approximately $65,590,000 in assets under management per investment advisor, aligning closely with the industry average. They cater to a diverse client base, serving over 730 ...
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Assets Under Mgmt

$897.15M

Investment Professionals

12

Locations

0

% 401K & Individual

25%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
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