Michael Zaidlin
Madrone Investment Advisory · San Rafael, California
Michael Zaidlin is a fee-only financial advisor at Madrone Investment Advisory in San Rafael, California. Madrone Investment Advisory reports charging fixed fees on its Form ADV.
Request an introduction to Michael →
Facts
| Firm | Madrone Investment Advisory |
|---|---|
| Based in | San Rafael, California |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $254.3M across 375 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5643109 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.madronellc.com |
| Profile |
How Michael's firm compares
- Madrone Investment Advisory's average account is about $678,000, from its Form ADV (assets managed divided by 375 accounts).
Request an introduction to Michael
Tell Michael a little about what you're looking for. Michael isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Michael
Is Michael Zaidlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Madrone Investment Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Madrone Investment Advisory, reports charging fixed fees on its SEC Form ADV.
Where is Michael Zaidlin based?
Michael Zaidlin is based in San Rafael, California.
Is Michael Zaidlin registered with the SEC?
Yes. Michael Zaidlin is registered as an investment adviser representative in CA (CRD 5643109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Madrone Investment Advisory manage?
Madrone Investment Advisory reports $254.3M across 375 accounts in assets under management.
How do I contact Michael Zaidlin?
Through Michael's website, www.madronellc.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
- 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.
See something wrong? Request a correction. Read our methodology.