Franklin Madison Private Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee

$250⁠-⁠$2,000/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an annual fee that is paid in advance, at the rate of $250 - $2,000 per month based on complexity and needs of the client.”

Annual fee

$3,000⁠-⁠$20,000/yr

“We have a minimum annual fee ranging from $3,000 to $20,000, based on client complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Franklin Madison Private Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The intent of negotiable fees is to allow FMA to provide services at a reduced cost to those in financial need.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “The minimum requirement and amount of the fee is negotiable at the advisor’s discretion.”

How Franklin Madison Private Wealth’s fees compare

• Its annual fee of $3,000-$20,000 spans the Pennsylvania median of $6,000. 72% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 3 of the 7 other planners in Pittsburgh that publish an annual fee charge less.

About Franklin Madison Private Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

22

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$30,341,426

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306838

Website

fimastery.franklinmadisonadvisors.com (opens in new tab)

Phone

(412) 204-6711

Can advise clients in 2 states: New York, Pennsylvania

Other planners in Pittsburgh that publish fees

• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A. Neff Associates LLCPittsburgh$150/hr
• Allegheny Financial GroupPittsburgh$500/hr
• Allegheny InvestmentsPittsburgh$500/hr
• Centerview Wealth Advisors, LLCPittsburgh$100⁠-⁠$300/hr, $500⁠-⁠$30,000
• DS Wealth Advisors, Inc.Pittsburgh$100⁠-⁠$150/hr

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