Madi Manages Money LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 23 individual clients, 9 of them high net worth.
- Its ongoing planning fee starts at $2,000 a year, below the Pennsylvania median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Pittsburgh, Pennsylvania |
|---|---|
| Website | madimanagesmoney.com |
| [email protected] |
Questions about Madi Manages Money LLC
How much does Madi Manages Money LLC charge?
Madi Manages Money LLC publishes these prices: ongoing planning: from $2,000 a year; one-time plan: from $3,000. We found this on its website, checked October 28, 2026.
How is Madi Manages Money LLC paid?
Madi Manages Money LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Madi Manages Money LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Madi Manages Money LLC.
What does Madi Manages Money LLC specialize in?
Madi Manages Money LLC's advisors and website list flat-fee planning and tax planning.
Is Madi Manages Money LLC accepting new clients?
Yes, according to Madi Manages Money LLC's website, checked October 28, 2026.
Madi Manages Money LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $3,000 |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$2,000 annually." source
"$3,000 for individuals. $5,000 for couples." source
"$3,000 for individuals. $5,000 for couples." source
"Includes one financial plan refresh per year, plus ongoing email support from a CFP" source
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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 14 |
| High-net-worth clients | 9 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 327336 |