Advisor at Resilient Financial Solutions
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
Resilient Financial Solutions
Location
Lebanon, TN
Credentials
Series 65
Industry experience
1 year
David Madden is the principal of Resilient Financial Solutions and holds a Series 65 designation with one year of experience in the financial industry. He has a 34-year career with the Department of the Air Force and currently serves as a Senior Program Manager at a defense subcontractor. Madden is also the Founder and CEO of Truly Found LLC, an online reseller of collectibles and toys. Resilient Financial Solutions is a fee-only registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, utilizing both passive and active strategies tailored to client objectives and risk tolerances.
Based on Resilient Financial Solutions
Based on Resilient Financial Solutions
Fixed fees for Project-Based Financial Planning range from $500 to $9,000; Ongoing Financial Planning fees range from $6,000 to $9,000 annually; initial fee for financial planning up to $2,500
$0 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Hourly rate of $250 for Project-Based Financial Planning
Ongoing Financial Planning charged as a recurring fixed fee, $6,000 to $9,000 annually, paid monthly in arrears
Minimum fee: Initial enrollment fee of $350 per household Fee-only: Firm is fee-only, compensated solely by client fees with no commissions or sales-related compensation
Lebanon, TN
Tennessee · Texas
Resilient Financial Solutions LLC
2024 - Present (2 years)
Peerless Technologies
2022 - Present (4 years)
Truly Found LLC
2012 - Present (14 years)
Crossview Christian Church
2008 - 2017 (9 years)
Department of the Air Force
1988 - 2022 (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Mount Juliet, TN
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Series 63, Series 65, Series 66
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Family Tree Wealth Advisors, LLC
CFP®, Series 63
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InvestGro LLC
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