Madeline Barconi
Breakwater Capital Group · Denver, Colorado
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.
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Specialties
Facts
| Firm | Breakwater Capital Group |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.02B across 1,336 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CO, NJ, TX · CRD 6571205 |
| Exams passed | Series 63 (2015) · Series 66 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | breakwatercapitalgroup.com |
How Madeline's firm compares
- Breakwater Capital Group's average account is about $763,000, from its Form ADV (assets managed divided by 1,336 accounts).
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Questions about Madeline
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.
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
- Breakwater Capital Group 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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