Yvonne Madson
Madson Wealth Advisors · Santa Rosa, California
Yvonne Madson is a fee-only financial advisor at Madson Wealth Advisors in Santa Rosa, California, who holds the ChFC credential. Madson Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Madson Wealth Advisors |
|---|---|
| Based in | Santa Rosa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $208.7M across 520 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in CA, NH, TX · CRD 4166833 |
| Exams passed | Series 63 (2000) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.madsonwealth.com |
How Yvonne's firm compares
- Madson Wealth Advisors's average account is about $401,000, from its Form ADV (assets managed divided by 520 accounts).
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Questions about Yvonne
Is Yvonne Madson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Yvonne holds no broker registration, and Madson Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Yvonne charge for financial advice?
Yvonne's firm, Madson Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Yvonne Madson based?
Yvonne Madson is based in Santa Rosa, California.
What credentials does Yvonne Madson hold?
Yvonne Madson holds the ChFC credential.
Is Yvonne Madson registered with the SEC?
Yes. Yvonne Madson is registered as an investment adviser representative in CA, NH and TX (CRD 4166833), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Madson Wealth Advisors manage?
Madson Wealth Advisors reports $208.7M across 520 accounts in assets under management.
How do I contact Yvonne Madson?
Through Yvonne's website, www.madsonwealth.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.
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