Martel Wealth Advisors Inc

Martel Wealth Advisors, Inc. is an SEC registered investment advisor based in Vancouver, WA, established in 2018 by Mark S. Martel, CFP®. The firm offers personalized wealth management, wealth planning, and pension consulting services. Martel Wealth Advisors primarily allocates client assets among mutual funds and ETFs, occasionally among individual securities. Clients have discretion over their accounts and can impose restrictions if deemed necessary. The firm also provides educational seminars for clients. Martel Wealth Advisors does not charge performance-based fees and serves a diverse client base including individuals, corporations, and charitable organizations. The firm manages over $1.2 billion in discretionary assets. Fees for wealth management services are based on a tiered structure, and pension consulting fees are charged in arrears. Mark S. Martel is a licensed insurance agent, accepting commissions for insurance product sales. The firm does not sponsor a wrap program and has not been involved in any material legal or disciplinary events. Martel Wealth Advisors exercises investment discretion, monitors client accounts regularly, and does not vote proxies on behalf of clients. The firm has not been subject to bankruptcy and received a PPP loan to support operations during the COVID-19 pandemic.