# Madison Mount

> Madison Mount is a fee-only financial advisor at Francis Financial in New York, New York, who holds the CFP credential. Francis Financial reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/madison-mount/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Francis Financial
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $803.2M across 1,048 accounts
- **Credentials:** CFP
- **CRD:** 7204022 (https://adviserinfo.sec.gov/individual/summary/7204022)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2021)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.francisfinancial.com

## Frequently asked questions

### Is Madison Mount a fee-only financial advisor?

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

### How does Madison charge for financial advice?

Madison's firm, Francis Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Madison Mount based?

Madison Mount is based in New York, New York.

### What credentials does Madison Mount hold?

Madison Mount holds the CFP credential.

### Is Madison Mount registered with the SEC?

Yes. Madison Mount is registered as an investment adviser representative in NY (CRD 7204022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Francis Financial manage?

Francis Financial reports $803.2M across 1,048 accounts in assets under management.

### How do I contact Madison Mount?

Through Madison's website, www.francisfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7204022): 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

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