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Advisor

Joshua Madden

DF Direct · London, Florida

Joshua Madden is a fee-only financial advisor at DF Direct in London, Florida. Joshua charges a percentage of assets (0.5% a year on the first tier of assets managed and no asset minimum) and focuses on cross-border (US / Canada).

Percentage of assets Fee-only

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Specialties

Who they serve

  • Cross-border families
  • Early-career professionals

Facts

FirmDF Direct
Based in London, Florida
Fee modelPercentage of assets
Fees (firm's website)0.5% a year on the first tier of assets managed · No asset minimum
Works virtuallyYes
Accepting new clientsYes
Assets under management$601.7M across 1,701 accounts
SEC registration Investment adviser representative in FL · CRD 7446349
Exams passedSeries 65 (2021)
Firm size13 employees
Disclosures None reported
Websitewww.df-direct.com

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Questions about Joshua

Is Joshua Madden a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and DF Direct reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Joshua charge for financial advice?

Joshua charges a percentage of assets.

How much does Joshua charge?

According to DF Direct's website, checked October 30, 2026: 0.5% a year on the first tier of assets managed; no asset minimum.

Does Joshua work with clients virtually?

Yes. DF Direct says on its website that it works with clients remotely.

Where is Joshua Madden based?

Joshua Madden is based in London, Florida.

What does Joshua specialize in?

Joshua's specialties include cross-border (US / Canada). Joshua works with cross-border families and early-career professionals.

Is Joshua Madden registered with the SEC?

Yes. Joshua Madden is registered as an investment adviser representative in FL (CRD 7446349), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does DF Direct manage?

DF Direct reports $601.7M across 1,701 accounts in assets under management.

How do I contact Joshua Madden?

Through Joshua's website, www.df-direct.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • DF Direct website : specialties, clients served, and fees, checked October 30, 2026
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

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