Advisor at Franklin Madison Private Wealth
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
Franklin Madison Private Wealth
Location
Pittsburgh, PA 15206
Credentials
Series 65
Industry experience
6 years
Petru Donisanu is a financial advisor at Franklin Madison Private Wealth with six years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo & Company for eighteen years before joining Franklin Madison Advisors in 2019. Franklin Madison Advisors is an independent registered investment adviser that serves individual and high-net-worth clients with discretionary portfolio management, comprehensive financial planning, and related services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified, long-only portfolios built mainly with low-cost passive funds and ETFs, combined with quantitative, fundamental, and technical analysis. Franklin Madison also integrates tax preparation services through a subsidiary and offers educational programming and written financial plans on topics such as FIRE planning and equity-award strategies.
Based on Franklin Madison Private Wealth
Based on Franklin Madison Private Wealth
Tax preparation fees may be flat fees per return ranging from $500 to $3,000; educational seminars with fees up to $5,000; online courses up to $3,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.40%
Tax preparation services may be billed as hourly rates (specific amounts not stated)
Comprehensive financial planning fees paid monthly ($250-$2,000/month), tax preparation and educational courses fees may be paid one-time or ongoing monthly for online courses
Minimum fee: Minimum annual fee for comprehensive financial planning ranges from $3,000 to $20,000, based on client complexity Fee-only: Comprehensive financial planning fees range from $250 to $2,000 per month, paid annually in advance; tax preparation fees range from $500 to $3,000; educational seminars and online courses fees range from free to $5,000 per seminar or up to $3,000 per course
6425 Living Place,, Suite 200
Pittsburgh, PA 15206
New York · Pennsylvania
Franklin Madison Advisors
2019 - Present (7 years)
Wells Fargo & Company
2001 - 2019 (18 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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
Pittsburgh, PA
A. Neff Associates LLC
Series 63, Series 65
Wexford, PA
Expert Financial Services, LLC
Series 66
Pittsburgh, PA
ClearPeak Capital Management
CFP®, Series 63, Series 65
Wexford, PA
Drazga Wealth Advisors, LLC
CFA®, Series 63
Pittsurgh, PA
Emmanuel Capital Management, LLC
Series 66
Pittsburgh, PA
Solid Oak Advisory
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")