Maura Madden Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning to individuals, including high-net-worth clients, through comprehensive, project-based, and ongoing planning engagements. It delivers written or electronic financial plans and investment recommendations but does not custody or directly manage client investment accounts.
Its investment guidance is informed by modern portfolio theory and typically emphasizes passive, asset-class-based strategies when recommending portfolios. The firm uses a project/hourly engagement model and provides implementation support—such as assisting with forms, communications with custodians, or coordinating with attorneys and tax professionals—while clients retain responsibility for account custody and ongoing monitoring.
Notably, the firm does not offer portfolio management services or charge percentage-of-assets fees and reports no assets under management, relying instead on hourly billing in arrears. It also publishes occasional newsletters and offers educational workshops to the general public at no charge, services that are uncommon among similar independent advisers.
Client services
Expertise
Fee options
$300 per hour, billed in 15-minute increments
Fee-only: $300 per hour, billed in 15-minute increments
Main office
Seattle WA
Advisors at this office
1
Most active in
Texas · Washington
Also doing business as
Maura Madden Financial Planning · Maura Madden Financial Planning LLC
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.
Forms ADV
Quick links
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