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Credentials
Series 66
Experience Industry experience
9 years
Location
Wrightsville, GA 31096
Cetera
Institution
Madison Bennett is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, Bennett manages two tax preparation and accounting firms, Madison Ashleigh LLC and Sweat & Associates LLC, providing services including bookkeeping and tax preparation. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Wrightsville, GA
8659 S. Marcus St
Wrightsville GA 31096
Advisors at this office
2
Georgia
9 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Sandersville, GA
Avantax Advisory Services
2019 - 2025 • 6 years
Sandersville, GA
Avantax Investment Services, Inc.
2017 - 2025 • 8 years
Sandersville, GA
Madison Ashleigh LLC
2017 - Present • 9 years
Sandersville, GA
Sweat & Associates LLC
2013 - Present • 13 years
Wrightsville, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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