Madden Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$269,159,504
Clients
331
Advisors
2
of 5 employees
About
Madden Advisory Services serves individual investors (including high‑net‑worth clients), trusts, estates, retirement plans, and other entities, providing financial planning, discretionary portfolio management, model portfolio programs, and pension consulting. Its offerings include the F.O.C.U.S. Wealth Management program for custom portfolios with integrated financial planning and the SAIL Asset Management program of ETF- and mutual fund–based model portfolios, plus modular planning and consulting engagements.
The firm implements discretionary strategies with ongoing supervision, rebalancing, and restructuring, drawing on a mix of analytical methods such as fundamental, technical, charting, cyclical analysis, and modern portfolio theory to design portfolios. Madden acts as a fiduciary for retirement and non-retirement accounts, follows PTE 2020‑02 guidance for IRA rollover advice, and documents regular reviews (quarterly for F.O.C.U.S. clients; annual for SAIL accounts).
Noteworthy features include managing roughly $291.7 million in discretionary assets with a two-advisor team across about 331 client relationships and offering both a high-touch, planning‑inclusive advisory program and a lower‑cost automated model option, a combination not always seen at this advisor scale. The firm also discloses the use of endorsements and client testimonials in its advertising, a practice that is statistically uncommon among similarly supported firms.
Client services
Expertise
Fee options
Modular planning or consulting engagements may have fixed fees; specific amounts vary by engagement
$0 - $500,000: 2.00% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Hourly rates typically range from $200 to $400 depending on engagement complexity
Account minimum: $25,000 Fee-only: Financial planning and consulting services hourly rates range from $200 to $400; modular consulting fixed hourly rate of $200
Main office
5200 Belfort Road, Suite 410
Jacksonville FL 32256
Advisors at this office
2
Most active in
Florida · Georgia · Louisiana · North Carolina · Tennessee · Texas
Also doing business as
Madden Advisory Services, Inc. · Monique Renee Madden Bray
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Brittany S
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Brittany Salman is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Madden Advisory Services, Inc. since 2021 and previously spent 11 years at Bank of America, N.A. and Merrill. Madden Advisory Services serves individual investors, trusts, estates, retirement plans, and other entities with financial planning, discretionary portfolio management, model portfolio programs, and pension consulting. The firm offers both high-touch custom portfolio management and lower-cost automated model options, managing approximately $291.7 million in discretionary assets for over 300 client relationships.
Michael E
CFP®, Series 66
Jacksonville, FL
Madden Advisory Services, Inc.
Michael Ellis is a CFP® professional with nine years of industry experience. He has worked at Madden Advisory Services, Inc. since 2018 and previously held roles at Bank of America and Merrill Lynch. Madden Advisory Services provides financial planning, discretionary portfolio management, and pension consulting to individuals, trusts, estates, and other entities. The firm combines personalized wealth management with an online, model-driven ETF and mutual fund platform, employing a dual delivery approach that integrates fundamental, technical, and cyclical analysis.
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