Madison Wealth Partners, Inc.
Manitowoc, Wisconsin
Madison Wealth Partners, Inc. at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 17 employees and 2,042 individual clients, 367 of them high net worth.
- Its average account is about $210,000 (assets it manages divided by its 6,213 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Manitowoc, Wisconsin |
|---|---|
| Website | themadisonpartners.com |
| [email protected] | |
| Phone | (920) 682-7680 |
Questions about Madison Wealth Partners, Inc.
How is Madison Wealth Partners, Inc. paid?
Madison Wealth Partners, Inc.'s Form ADV says it is paid by: percentage of assets.
How many advisors does Madison Wealth Partners, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Madison Wealth Partners, Inc..
What is the average account at Madison Wealth Partners, Inc.?
Madison Wealth Partners, Inc.'s average account is about $210,000. That's the assets on its Form ADV divided by its 6,213 accounts.
What does Madison Wealth Partners, Inc. specialize in?
Madison Wealth Partners, Inc.'s advisors and website list retirement planning, tax planning and estate & legacy planning.
Madison Wealth Partners, Inc. fees
Madison Wealth Partners, Inc. 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 1,675 |
| High-net-worth clients | 367 |
| Accounts managed | 6,213 |
| Employees | 17 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-118168) |
| Financial planning | Offered |
| Form ADV filed | September 17, 2026 |
| SEC record | CRD 305824 |
Advisors at this firm (1)
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