Advisor at Madden Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Madden Advisory Services, Inc.
Location
Jacksonville, FL 32256
Credentials
CFP®, Series 66
Industry experience
15 years
Brittany Salman is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Bank of America and Merrill Lynch from 2010 to 2021 before joining Madden Advisory Services, Inc. in 2021. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing various investment strategies and offering pension-plan consulting and education.
Based on Madden Advisory Services, Inc.
Based on Madden Advisory Services, Inc.
Modular planning or consulting engagements may have fixed fees; specific amounts vary by engagement
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly rates typically range from $200 to $400 depending on engagement complexity
Account minimum: $25,000 Fee-only: Financial planning and consulting services hourly rates range from $200 to $400; modular consulting fixed hourly rate of $200
5200 Belfort Road, Suite 410
Jacksonville, FL 32256
Florida
Madden Advisory Services, Inc.
2021 - Present (5 years)
Bank Of America, N.a.
2010 - 2021 (11 years)
Merrill
2010 - 2021 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
CFP®
Jacksonville, FL
HCP Wealth Planning, LLC
Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.
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CFP®
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Create Wealth Financial Planning LLC
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