# Madson Wealth Advisors Inc.

> Madson Wealth Advisors Inc. is an SEC-registered investment advisory firm in Santa Rosa, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 338608
- Filed as: MADSON WEALTH ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Rosa, CA
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338608
- AdvisorCensus page: https://advisorcensus.com/firm/madson-wealth-advisors-inc-santa-rosa-ca-338608

## Quick answers

**How is Madson Wealth Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Madson Wealth Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Madson Wealth Advisors Inc. charge?**
Its Form ADV Part 2A brochure dated December 22, 2025 states: Flat fee: $2,400 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Madson Wealth Advisors Inc. located?**
Madson Wealth Advisors Inc.'s principal office is in Santa Rosa, CA, according to its Form ADV.

**Is Madson Wealth Advisors Inc. registered with the SEC or a state?**
Madson Wealth Advisors Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338608.

**How much does Madson Wealth Advisors Inc. manage?**
Madson Wealth Advisors Inc. reports $208,732,967 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Madson Wealth Advisors Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (73); charitable organizations (2).

**Which custodians does Madson Wealth Advisors Inc. use?**
Madson Wealth Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Madson Wealth Advisors Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338608

**What changed in Madson Wealth Advisors Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $0 to $208,732,967.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated December 22, 2025)

- Flat fee: $2,400 to $5,000 (financial planning and consulting services)

> The maximum hourly fee to be charged will not exceed $400. Flat fees range from $ 2,400 to $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $208,732,967
- Discretionary: $208,732,967
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $49,363,000 |
| High net worth individuals | 73 | $157,619,967 |
| Charitable organizations | 2 | $1,750,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [madsonwealth.com](https://madsonwealth.com)

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $0 to $208,732,967.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Madson Wealth Advisors Inc. (CRD 338608): Form ADV filing data as of October 2026.