Madden Advisory Services

Madden Advisory Services at a glance

• One of 570 fee-only firms based in Florida in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 5 employees and 331 individual clients, 122 of them high net worth.
• Its average account is about $345,000 (assets it manages divided by its 846 accounts).

Fee-only advisors in Florida · What fee-only advisors charge in Florida

Facts

Madden Advisory Services fees

Madden Advisory Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Brittany Salman

  CFP

• Michael Ellis

  CFP