David Martula is a CFP-designated registered investment advisor at Fee-Only Financial Planning, based in Hadley, MA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 21 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.10% |
Fee Estimator
Location
Hadley, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fee-Only Financial Planning
State Registrations1 state
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