Made Financial Design
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,185,709
Total clients
9
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$353,968
About
The firm provides investment management and both project-based and ongoing financial planning to individual and high-net-worth clients, and it offers financial coaching as a separate, non-advisory service. Implementation options identified in the brochure include use of third-party managers and Betterment Advisor Solutions, and the firm recommends independent custodians for account custody and trading.
MADE operates as a fee-only adviser and generally manages client accounts on a discretionary basis, developing client-specific investment policies and asset-allocation plans that may combine passive and active vehicles. The brochure describes regular account reviews and the ability for clients to impose written restrictions, and notes that the adviser may assist clients in selecting and monitoring outside managers.
Noteworthy details in the brochure include that the principal holds the CFP® designation and an unusual professional background in advanced music degrees and academia, and that the principal is a licensed insurance agent who no longer sells insurance and the firm states it is not affiliated with insurers — a point of interest given that insurer affiliations are uncommon among independent advisers. The firm is newly established (2024) and the brochure discloses a limited client base and a stated minimum account requirement that the adviser may waive.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Project-based financial planning fixed fees range from $1,500 to $5,000; initial financial plan fee $1,500 - $5,000; ongoing financial planning annual fees $3,000 - $12,000
$0 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.75% $2,000,000 - $2,999,999: 0.60% Above $3,000,000+: 0.50%
$300 per hour for project-based financial planning
Account minimum: $250,000 (may be reduced or waived on a case-by-case basis) Fee-only: Investment management and financial planning fees; no commissions or sales-related compensation
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
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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.
Main office location
Made Financial Design
Land O Lakes FL, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
656-222-1252
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