Casey Bibb is a registered investment advisor at Martin Wealth Solutions, based in Christiansburg, VA, with 1 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 896 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Martin Wealth Solutions charges a percentage of the value of your investments each year. The specific percentage is negotiable and depends on the complexity of your situation. These fees are deducted from your account either monthly or quarterly. MWS also offers asset management through the SEI Mutual Fund Models Program, with fees also up to 1.75% of the assets managed.
Location
1055 W Main Street, Christiansburg, VA, 24073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Martin Wealth Solutions
State Registrations1 state
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