Madison Sharick
Madi Manages Money LLC · Pittsburgh, Pennsylvania
Madison Sharick is a fee-only financial advisor at Madi Manages Money LLC in Pittsburgh, Pennsylvania, who holds the CFP and CFA credentials. Madison charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $2,000 a year and one-time plans from $3,000) and focuses on flat-fee planning and tax planning.
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Specialties
Who they serve
- High earners
- Early-career professionals
Facts
| Firm | Madi Manages Money LLC |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year · One-time plans from $3,000 |
| Accepting new clients | Yes |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 6432194 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | madimanagesmoney.com |
| Profile |
How Madison's firm compares
- Ongoing planning starts at $2,000 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- A one-time plan starts at $3,000, above the Pennsylvania median of $1,695 for fee-only firms that publish prices.
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Questions about Madison
Is Madison Sharick a fee-only financial advisor?
Yes. Madison Sharick is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Madison's firm.
How does Madison charge for financial advice?
Madison charges a flat fee or retainer and an ongoing planning fee.
How much does Madison charge?
According to Madi Manages Money LLC's website, checked October 28, 2026: ongoing planning from $2,000 a year; one-time plans from $3,000.
Where is Madison Sharick based?
Madison Sharick is based in Pittsburgh, Pennsylvania.
What does Madison specialize in?
Madison's specialties include flat-fee planning and tax planning. Madison works with high earners and early-career professionals.
What credentials does Madison Sharick hold?
Madison Sharick holds the CFP and CFA credentials.
Is Madison Sharick registered with the SEC?
Yes. Madison Sharick is registered as an investment adviser representative in PA and TX (CRD 6432194), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Madison Sharick?
Through Madison's website, madimanagesmoney.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Madi Manages Money LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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