Maura Madden Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
24
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$0
About
The firm provides financial planning to individuals, including high-net-worth clients, through comprehensive, project-based, and ongoing planning engagements. It delivers written or electronic financial plans and investment recommendations but does not custody or directly manage client investment accounts.
Its investment guidance is informed by modern portfolio theory and typically emphasizes passive, asset-class-based strategies when recommending portfolios. The firm uses a project/hourly engagement model and provides implementation support—such as assisting with forms, communications with custodians, or coordinating with attorneys and tax professionals—while clients retain responsibility for account custody and ongoing monitoring.
Notably, the firm does not offer portfolio management services or charge percentage-of-assets fees and reports no assets under management, relying instead on hourly billing in arrears. It also publishes occasional newsletters and offers educational workshops to the general public at no charge, services that are uncommon among similar independent advisers.
Client services
Financial planning
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
$300 per hour, billed in 15-minute increments
Fee-only: $300 per hour, billed in 15-minute increments
Main office location
Maura Madden Financial Planning
Seattle WA, United States
Number of offices
1
Most active in
Maura Madden Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas · Washington
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 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.
Forms ADV
Quick links
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