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FEE-Only Financial Planning

FEE-Only Financial Planning. CRD 128824

F

CRD: 128824

FEE-Only Financial Planning

Hadley, MA
4135868002
www.martula.com
$62.0M Total AUM
$62.0M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Etrade · Fidelity/NFS · Vanguard
Clients
Retail
Platforms
--
Established Date
04-19-1994
Office Locations
1

Office Locations

-- Hadley MA

About FEE-Only Financial Planning

Fee-Only Financial Planning is a fee-only practice serving individuals with personalized financial advice and discretionary investment management. Planning engagements can be hourly with a written plan covering cash flow, taxes, retirement, estate and insurance needs; investment management includes ongoing oversight and a preference for no-load mutual funds selected to fit client objectives. Currently not accepting new clients.

Team overview

-- AVG AGE
$62.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
22.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age

Insights

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Asset Classes

Beacon Unison summit Radial ridge Summit legacy

Investment Themes

Legacy Crest Delta

Investment Vehicles

Peak

Services

Vital wave Wave Quantum catalyst Signal harbor Momentum

Owner & Executives

D

DAVID THOMAS MARTULA

Broker, Chief Compliance Officer, President

CRD
#1152126
Ownership
75% or more
(238) 549-9602
vital.alpha@beaconcapital.com
in linkedin.com/in/ridge-prime

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $62,012,744 --
Non-Discretionary $0 --
Total $62,012,744 --

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Separately Managed Accounts

Total SMA Asset: $62,012,744

$62.0M Total SMA
Public Funds:
32.9%
Equity - Exchange:
52.5%
U.S. Government/Agency:
14.6%
Asset class Assets Assets %
Public Funds $450,119,022 32.9%
Equity - Exchange $718,275,036 52.5%
U.S. Government/Agency $199,748,867 14.6%
Total $1,368,142,925 100.0%

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