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
Series 66
Industry experience
10 years
Maxwell Madson is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Thrivent Financial. Madson Wealth Advisors serves individual, high-net-worth, and institutional clients, providing asset management, portfolio management, and financial planning. The firm employs both fundamental and technical analysis and offers a range of investment strategies tailored to client objectives, with flexible fee arrangements including hourly and flat fees.
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)
Commonwealth Financial Network dba Madson Wealth Advisors, Inc.
2024 - 2026 (2 years)
THRIVENT Financial
2015 - 2024 (9 years)
Thrivent Investment Management INc
2015 - 2024 (9 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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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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