Fee-Only Financial Planning

Finance · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

277 Bay Rd, Hadley, Massachusetts, 01035...

Phone Number

(413) 586-8002

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fee-Only Financial Planning

Fee-Only Financial Planning, led by David T. Martula, offers personalized financial advice and investment management services aimed at helping individuals navigate their financial lives. The company provides comprehensive financial planning, including cash flow analysis, retirement planning, and investment management, with a focus on aligning strategies with clients' specific goals. Clients receive tailored financial plans and ongoing oversight of their investment accounts, with fees based on assets under management. Currently, the firm is not accepting new clients.Explore more
Popular SearchesFee-Only Financial PlanningDavid T MartulaDavid T Martula Financial PlanngMartula David TOnly Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Fee-Only Financial Planning Org Chart

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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fee-Only Financial Planni...

<$5M
11-50
Private
-
1979
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
1978
SR
Stacie RickettsManager, Financial Operations
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fee-Only Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fee-Only Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fee-Only Financial Planning.

Fee-Only Financial Planning Tech Stack

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Frequently Asked Questions Regarding Fee-Only Financial Planning

What is Fee-Only Financial Planning's official website?
Fee-Only Financial Planning's official website is www.martula.com
What is Fee-Only Financial Planning's Revenue?
Fee-Only Financial Planning's revenue is <$5 Million
What is Fee-Only Financial Planning's SIC code?
Fee-Only Financial Planning's SIC: 62,628
What is Fee-Only Financial Planning's NAICS code?
Fee-Only Financial Planning's NAICS: 52,523
How many employees does Fee-Only Financial Planning have?
Fee-Only Financial Planning has 11-50 employees
What industry does Fee-Only Financial Planning belong to?
Fee-Only Financial Planning is in the industry of: Finance, Securities Trading
What is Fee-Only Financial Planning competition?
Fee-Only Financial Planning top competitors include: Safe Landing Financial, Covenant Wealth Advisors, Core Wealth Management, Mosaic Financial Advisors
What technology does Fee-Only Financial Planning use?
Some of the popular technologies that Fee-Only Financial Planning uses are: Google Cloud Web Serving, Google Cloud Platform, SiteGround Email Hosting
How do I contact Fee-Only Financial Planning?
Fee-Only Financial Planning contact info: Phone number: (413) 586-8002 Website: www.martula.com
What does Fee-Only Financial Planning do?

Fee-Only Financial Planning, led by David T. Martula, offers personalized financial advice and investment management services aimed at helping individuals navigate their financial lives. The company provides comprehensive financial planning, including cash flow analysis, retirement planning, and investment management, with a focus on aligning strat... egies with clients' specific goals. Clients receive tailored financial plans and ongoing oversight of their investment accounts, with fees based on assets under management. Currently, the firm is not accepting new clients.Read More

Is Fee-Only Financial Planning a public company?
Fee-Only Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Fee-Only Financial Planning

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