Madison Asset Advisors, LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, Madison Asset Advisors, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “We charge an hourly fee of $200 for financial planning services.”

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

“Our advisory fee is negotiable, depending on individual client circumstances.”
“These fees are negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
“Fees are due upon completion of services rendered.”

Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
2 of the 69 other planners in New York that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2013 (13 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 15
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $25,111,468
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159841
Website: madisonassetadvisors.com (opens in new tab)
Phone: (917) 992-4742

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