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FEE-ONLY FINANCIAL PLANNING

MARTULA, DAVID T.

CRD 128824

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$62.0M

Discretionary AUM

$62.0M

Team

1 total employees; 1 advisory reps; 16 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals11$5.7M
High net worth individuals10$56.3M

All web addresses on file

Official SEC filing: View on IAPD