Franklin Madison Private Wealth
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About
Franklin Madison Private Wealth is a small, independent registered investment adviser that works primarily with individual and high-net-worth clients on a household basis, offering discretionary portfolio management and comprehensive financial planning. The firm also provides integrated services that include tax preparation through a wholly‑owned subsidiary and educational offerings such as seminars and online courses.
The firm’s investment process is grounded in Modern Portfolio Theory and emphasizes long-only, low-cost, broadly diversified portfolios—favoring passive ETFs—and a quantitative framework combined with fundamental and technical analysis to set asset allocation and manager selection. Clients receive documented investment policy statements, periodic written portfolio updates, and ongoing plan monitoring with reviews triggered by market moves or changes in a client’s circumstances.
What distinguishes the firm among its independent peers is the combination of investment advisory work with an in-house tax preparation business and an active education program: Franklin Madison Tax Solutions, LLC provides tax filing services to advisory clients (clients are not required to use it), and the adviser runs seminars and online courses on personal finance topics. The firm also offers comprehensive planning that explicitly addresses niche topics such as FIRE planning, equity‑award review and disposition strategies, and coordinated tax‑optimization within the financial planning process.
Client services
Expertise
Fee options
Tax preparation fees may be flat fees per return ranging from $500 to $3,000; educational seminars with fees up to $5,000; online courses up to $3,000
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.65% $5,000,001+: 0.40%
Tax preparation services may be billed as hourly rates (specific amounts not stated)
Comprehensive financial planning fees paid monthly ($250-$2,000/month), tax preparation and educational courses fees may be paid one-time or ongoing monthly for online courses
Minimum fee: Minimum annual fee for comprehensive financial planning ranges from $3,000 to $20,000, based on client complexity Fee-only: Comprehensive financial planning fees range from $250 to $2,000 per month, paid annually in advance; tax preparation fees range from $500 to $3,000; educational seminars and online courses fees range from free to $5,000 per seminar or up to $3,000 per course
Main office
6425 Living Place, Suite 200
Pittsburgh PA 15206
Advisors at this office
1
Most active in
New York · Pennsylvania
Also doing business as
Franklin Madison Advisors · Franklin Madison Advisors, Inc · Franklin Madison Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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