Madson Wealth Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$206,982,967
Clients
169
Advisors
3
of 3 employees
About
Madson Wealth Advisors describes advisory services for individuals and high‑net‑worth clients as well as institutional entities such as trusts, pension and profit‑sharing plans, and business clients, offering asset management, comprehensive portfolio management, and standalone financial planning and consulting. The brochure notes the firm is newly registered and currently reports no regulatory assets under management.
The firm combines fundamental and technical (charting and cyclical) analysis and uses a broad toolkit — from ETFs and municipal bonds to options, short sales, alternative investments, and active trading — with portfolios tailored, monitored, and rebalanced to client objectives and risk tolerances. The brochure emphasizes a fiduciary approach that prioritizes knowing the client, ongoing communication, and individualized investment plans.
Notable distinctions include fee flexibility: alongside the common percentage‑of‑AUM model the firm also offers hourly and flat‑fee planning engagements and retainer arrangements, an arrangement that is uncommon among peer investment managers. The brochure further discloses that representatives are licensed to sell insurance (creating potential conflicts of interest) and that the firm has received transition assistance from its recommended custodian, while offering relatively complex trading strategies despite being a small, newly registered two‑advisor firm with no reported AUM.
Client services
Expertise
Fee options
Financial planning and consulting flat fees range from $2,400 to $5,000
$0 - $100,000: 1.50% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.35% $10,000,000 - $25,000,000: 0.30% $25,000,000+: 0.25%
Maximum hourly fee up to $400
Main office
1160 North Dutton Ave, Ste 210
Santa Rosa CA 95401
Advisors at this office
3
Most active in
California · New Hampshire · Texas
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.
Advisors at this firm
Deborah H
ChFC®, Series 63, Series 66
Santa Rosa, CA
Madson Wealth Advisors Inc.
Deborah Hurwicz is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience, including over two decades at Thrivent Financial for Lutherans and Thrivent Investment Management. Hurwicz also has involvement in fixed insurance sales conducted during business hours. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities by providing asset management, comprehensive portfolio management, and standalone financial planning. The firm employs a combination of fundamental and technical analysis with diverse investment tools, offering tailored portfolios and a fiduciary approach that emphasizes ongoing client communication.
Maxwell M
Series 66
Santa Rosa, CA
Madson Wealth Advisors Inc.
Maxwell Madson is a financial advisor at Madson Wealth Advisors Inc. in Santa Rosa, CA, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Commonwealth Financial Network and Thrivent Financial. Madson Wealth Advisors serves individual, high-net-worth, and institutional clients, providing asset management, portfolio management, and financial planning. The firm employs both fundamental and technical analysis and offers a range of investment strategies tailored to client objectives, with flexible fee arrangements including hourly and flat fees.
Yvonne M
ChFC®, Series 63, Series 66
Santa Rosa, CA
Madson Wealth Advisors Inc.
Yvonne Madson is a ChFC® credentialed financial advisor with 25 years of industry experience. She is currently with Madson Wealth Advisors Inc. and previously worked for over two decades at Thrivent Investment Management Inc. and Thrivent Financial for Lutherans. Madson Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering asset management, portfolio management, and financial planning services. The firm employs a combination of fundamental and technical analysis with a diverse range of investment tools, tailoring portfolios to client objectives and risk tolerances.
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