Madson Wealth Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 22, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The maximum hourly fee to be charged will not exceed $400.”

Flat or project fee

$2,400⁠-⁠$5,000

“Flat fees range from $2,400 to $5,000.”

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

How Madson Wealth Advisors Inc. bills

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

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Madson Wealth Advisors Inc.’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 6 other planners in Santa Rosa that publish an hourly rate charge less.
• Its flat or project fee of $2,400-$5,000 is below the California median of $5,000. 41% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Santa Rosa that publish a flat or project fee charge less.

About Madson Wealth Advisors Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2026.

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

1.5% a year

Clients

169

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$208,732,967

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338608

Website

madsonwealth.com (opens in new tab)

Phone

(707) 578-6850

Can advise clients in 3 states: California, New Hampshire, Texas

Other planners in Santa Rosa that publish fees

• A.e.i. Financial GroupSanta Rosa$275/hr, $1,500⁠-⁠$4,000
• Clifford Financial Planning, Inc.Santa Rosa$250/hr, $3,500
• JDH Wealth Management, LLCSanta Rosa$300/hr, $6,000
• JW Financial Advisors, LLCSanta Rosa$300/hr, $4,000
• Polymita Wealth Management LLCSanta Rosa$2,500⁠-⁠$5,000, $250⁠-⁠$400/mo
• Swad Wealth Management LLCSanta Rosa$500/hr, $2,000⁠-⁠$20,000

Compare all 16 planners in Santa Rosa