Advisor at Mariner Independent
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
Mariner Independent
Location
Warrenton, VA 20186
Credentials
Series 65
Industry experience
5 years
Madison Held is a financial advisor at Mariner Independent with five years of industry experience. He holds a Series 65 designation and has previously worked at Nelson Wealth Management, LLC, and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm supports both firm-constructed model portfolios and advisor-level discretionary management, with a notable integration of institutional and retirement plan resources through affiliated entities.
Based on Mariner Independent
Based on Mariner Independent
Financial planning and consulting services may be billed as fixed fees; amounts vary.
Up to 2.50% per annum, negotiable depending on client circumstances
Certain advisory personnel licensed insurance agents receive commissions for insurance product sales.
Financial planning and consulting services may be billed hourly; amounts vary.
Account minimum: $100,000 Minimum fee: May apply as set forth in client Agreement, amounts not specified. Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate, or percentage of assets, depending on service level and professional.
332 W. Lee Highway, Unit 300
Warrenton, VA 20186
North Carolina · Virginia
Nelson Wealth Management, LLC
2022 - Present (4 years)
Mariner Platform Solutions
2022 - Present (4 years)
AdvicePeriod, LLC
2020 - 2022 (2 years)
Fauquier Springs Country Club
2018 - 2018 (1 year)
Fauquier Springs Country Club
2017 - 2017 (1 year)
Fauquier Springs Country Club
2016 - 2016 (1 year)
Nelson Financial Partners, LLC
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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Heritage Financial LLC
CFP®, CFA®, Series 65
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Sound Investment Management Inc
CFP®, Series 66
Bristow, VA
MBI LLC
CFP®, Series 65
Warrenton, VA
Meridian Financial Partners LLC
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