# Martin Wealth Solutions

> Martin Wealth Solutions is an SEC-registered investment advisory firm in Christiansburg, VA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 283428
- Filed as: MARTIN WEALTH SOLUTIONS
- Legal name: New River Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Christiansburg, VA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283428
- AdvisorCensus page: https://advisorcensus.com/firm/martin-wealth-solutions-christiansburg-va-283428

## Quick answers

**How is Martin Wealth Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), Martin Wealth Solutions reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Martin Wealth Solutions charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Hourly rate: $400 an hour (Financial Planning); Subscription: $150 to $250 a month (ongoing financial planning engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Martin Wealth Solutions located?**
Martin Wealth Solutions' principal office is in Christiansburg, VA, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Martin Wealth Solutions registered with the SEC or a state?**
Martin Wealth Solutions is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 283428.

**How much does Martin Wealth Solutions manage?**
Martin Wealth Solutions reports $377,087,213 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Martin Wealth Solutions' assets and staff changed since 2022?**
In the Form ADV data for Martin Wealth Solutions: Regulatory assets under management: $139,745,604 in the October 2022 data and $377,087,213 in the October 2026 data, up 170%. Total employees: 6 in October 2022 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Martin Wealth Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (798); high net worth individuals (98).

**Which custodians does Martin Wealth Solutions use?**
Martin Wealth Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., SEI Investments Distribution Co. and Trade-PMR Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Martin Wealth Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283428

**Does Martin Wealth Solutions state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "We provide financial planning and portfolio management services to individuals, charities, businesses, and high net-worth individuals. We do not have a minimum account size requirement."

**What changed in Martin Wealth Solutions' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $276,562,734 to $377,087,213 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: None

> We provide financial planning and portfolio management services to individuals, charities, businesses, and high net-worth individuals. We do not have a minimum account size requirement.

- Hourly rate: $400 an hour (Financial Planning)

> Financial Planning fee is an hourly rate of $400.00 per hour with a 5 hour Minimum requirement.

- Subscription: $150 to $250 a month (ongoing financial planning engagement)

> An ongoing financial planning engagement is also available for a monthly fee. Depending on the scope of services the month fee generally ranges from $150 to $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Distribution Co.
- Trade-PMR Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $377,087,213
- Discretionary: $377,087,213
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 798 | $221,366,236 |
| High net worth individuals | 98 | $155,650,518 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $70,459 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 10 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Lynchburg, VA
- Roanoke, VA

### Websites listed on Form ADV (Item 1.I)
- planwellretirehappy.com
- Facebook @Martinwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $139,745,604 | 6 | June 16, 2022 |
| October 2023 | $132,332,651 | 7 | March 30, 2023 |
| October 2024 | $184,090,178 | 7 | March 26, 2024 |
| October 2025 | $276,562,734 | 10 | March 12, 2025 |
| October 2026 | $377,087,213 | 10 | February 17, 2026 |

Regulatory assets under management: $139,745,604 in the October 2022 data and $377,087,213 in the October 2026 data, up 170%.
Total employees: 6 in October 2022 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $276,562,734 to $377,087,213 (+36%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Martin Wealth Solutions (CRD 283428): Form ADV filing data as of October 2026.