A complete list of active advisors currently associated with Madrid Retirement Advisors

Warmer can help you find a great advisor at Madrid Retirement Advisors or one who fits your needs even better.

Madrid Retirement Advisors provides discretionary investment management and integrated financial planning primarily for individual clients—with an emphasis on high‑net‑worth households—and for retirement plans. The adviser operates under Madrid Financial Services, Inc. (d/b/a Madrid Retirement Advisors) and places client accounts with LPL Financial for execution and custody. Portfolios are managed on a discretionary basis, with tailored asset allocations, regular reviews and rebalancing, and the firm may allocate portions of client assets to third‑party managers (TPMs). The brochure describes use of multiple LPL‑sponsored program options (OMP, PWP, MWP, MAS, SMS) and generally requires an account minimum around $100,000, while not permitting client‑directed security restrictions within managed accounts. The firm’s business model is notable for its hybrid structure: its investment adviser representatives are also registered representatives of LPL Financial and are licensed insurance agents, so they can implement recommendations through brokerage or insurance products that generate commissions—conflicts the firm discloses and addresses through policies and disclosures. It also reports roughly $184 million in assets under management while operating with two advisors, producing a relatively high assets‑per‑advisor ratio and a client base focused on high‑net‑worth clients rather than lower‑balance individual accounts.

To learn more about the advisors currently working at Madrid Retirement Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.