Advisor at Madson Wealth Advisors 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
Madson Wealth Advisors Inc.
Location
Santa Rosa, CA 95401
Credentials
ChFC®, Series 63, Series 66
Industry experience
24 years
Deborah Hurwicz is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience, including over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Hurwicz also has involvement in fixed insurance sales conducted during business hours. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities by providing asset management, comprehensive portfolio management, and standalone financial planning. The firm employs a combination of fundamental and technical analysis with diverse investment tools, offering tailored portfolios and a fiduciary approach that emphasizes ongoing client communication.
Based on Madson Wealth Advisors Inc.
Financial planning and consulting flat fees range from $2,400 to $5,000
$0 - $100,000: 1.50% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.35% $10,000,000 - $25,000,000: 0.30% $25,000,000+: 0.25%
Maximum hourly fee up to $400
1160 North Dutton Ave, Ste 210
Santa Rosa, CA 95401
California · New Hampshire · Texas
Madson Wealth Advisors, Inc.
2026 - Present (1 year)
Commwealth Financial Network DBA Madson Wealth Advisors, Inc.
2024 - 2026 (2 years)
THRIVENT FINANCIAL for Lutherans
2002 - 2024 (22 years)
Thrivent Investment Management
2002 - 2024 (22 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.
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