A complete list of active advisors currently associated with Madanat Financial Services
Warmer can help you find a great advisor at Madanat Financial Services or one who fits your needs even better.
Madanat Financial Services is a small, state-registered advisory firm that provides comprehensive financial planning and investment management to individual clients, including non-high-net-worth households. The firm offers standalone financial plans and ongoing portfolio advice, and client assets are held by an outside custodian rather than by the adviser. The firm emphasizes custom financial planning based on detailed client data (tax returns, account statements, insurance and estate documents) and uses a mix of fundamental, technical and cyclical analysis when forming investment recommendations. Investment management is provided on a non-discretionary basis: the adviser selects and monitors portfolios and recommends trades but executes transactions only with client approval. Noteworthy for an investment manager, nearly all of the firm’s assets are managed non-discretionarily and the firm explicitly serves individual, non‑HNW clients rather than primarily institutional or pooled vehicles. The firm also combines session- or hourly-based planning charges with asset-based portfolio fees and discloses potential insurance-commission activity (but not securities commissions), a mix of practices that is less common among peers in this category.
To learn more about the advisors currently working at Madanat Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Luis Obispo, CA
| 8
|
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