Madson Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
3
of 3 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Madson Wealth Advisors describes advisory services for individuals and high‑net‑worth clients as well as institutional entities such as trusts, pension and profit‑sharing plans, and business clients, offering asset management, comprehensive portfolio management, and standalone financial planning and consulting. The brochure notes the firm is newly registered and currently reports no regulatory assets under management.
The firm combines fundamental and technical (charting and cyclical) analysis and uses a broad toolkit — from ETFs and municipal bonds to options, short sales, alternative investments, and active trading — with portfolios tailored, monitored, and rebalanced to client objectives and risk tolerances. The brochure emphasizes a fiduciary approach that prioritizes knowing the client, ongoing communication, and individualized investment plans.
Notable distinctions include fee flexibility: alongside the common percentage‑of‑AUM model the firm also offers hourly and flat‑fee planning engagements and retainer arrangements, an arrangement that is uncommon among peer investment managers. The brochure further discloses that representatives are licensed to sell insurance (creating potential conflicts of interest) and that the firm has received transition assistance from its recommended custodian, while offering relatively complex trading strategies despite being a small, newly registered two‑advisor firm with no reported AUM.
Client services
Expertise
Fee options
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
Main office location
Madson Wealth Advisors Inc.
1160 North Dutton Ave, Ste 210
Santa Rosa CA 95401, United States
Number of offices
1
Most active in
California · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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