David Thomas Martula
CFP®Professional Summary
David Thomas Martula, CFP®, who also goes by Dave Martula, David T Martula, is a registered financial advisor currently at FEE-ONLY FINANCIAL PLANNING located in Hadley, Massachusetts. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 3 firms and has passed the Series 2 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
Specializations
Biography
Other Aliases
Dave Martula, David T Martula
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
FEE-ONLY FINANCIAL PLANNING | MARTULA, DAVID T.
Contact Information
Main Address
Hadley, MAPhone Number
(413) 586-8002# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$62,012,744Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/29/2004)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 2 — Non-Member General Securities Examination
Passed Aug 1976Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Martula's CRS (Customer Relationship Summary).
Services Offered by David
- Investment Management
- Financial Planning
- Retirement Planning
- Estate & Legacy Planning
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