# Madeline Barconi

> Madeline Barconi is a fee-only financial advisor at Breakwater Capital Group in Denver, Colorado, who holds the CFP and ChFC credentials. Madeline focuses on retirement planning, estate & legacy planning and tax planning. Breakwater Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/madeline-barconi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Breakwater Capital Group
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.02B across 1,336 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **CRD:** 6571205 (https://adviserinfo.sec.gov/individual/summary/6571205)
- **SEC registration:** Investment adviser representative in CO, NJ, TX
- **Exams passed:** Series 63 (2015), Series 66 (2017)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://breakwatercapitalgroup.com/

## Frequently asked questions

### Is Madeline Barconi a fee-only financial advisor?

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

### How does Madeline charge for financial advice?

Madeline's firm, Breakwater Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Madeline Barconi based?

Madeline Barconi is based in Denver, Colorado.

### What does Madeline specialize in?

Madeline's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning.

### What credentials does Madeline Barconi hold?

Madeline Barconi holds the CFP and ChFC credentials.

### Is Madeline Barconi registered with the SEC?

Yes. Madeline Barconi is registered as an investment adviser representative in CO, NJ and TX (CRD 6571205), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Breakwater Capital Group manage?

Breakwater Capital Group reports $1.02B across 1,336 accounts in assets under management.

### How do I contact Madeline Barconi?

Through Madeline's website, breakwatercapitalgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6571205): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.breakwatercapitalgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.