M
Madanat Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$99,988
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Madanat Financial Services is a small, state-registered advisory firm that provides comprehensive financial planning and investment management to individual clients, including non-high-net-worth households. The firm offers standalone financial plans and ongoing portfolio advice, and client assets are held by an outside custodian rather than by the adviser.
The firm emphasizes custom financial planning based on detailed client data (tax returns, account statements, insurance and estate documents) and uses a mix of fundamental, technical and cyclical analysis when forming investment recommendations. Investment management is provided on a non-discretionary basis: the adviser selects and monitors portfolios and recommends trades but executes transactions only with client approval.
Noteworthy for an investment manager, nearly all of the firm’s assets are managed non-discretionarily and the firm explicitly serves individual, non‑HNW clients rather than primarily institutional or pooled vehicles. The firm also combines session- or hourly-based planning charges with asset-based portfolio fees and discloses potential insurance-commission activity (but not securities commissions), a mix of practices that is less common among peers in this category.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
General tax planning
Cash flow / budgeting
Fee options
1% annually, billed quarterly at 0.25% per quarter; optional higher fee of 1.5% annually available
Fee-only: Financial planning fee is $250 per session, typically 4 to 8 sessions for $1,000 to $2,000 total; follow-up planning also $250 per session
Main office location
Madanat Financial Services
San Luis Obispo CA, United States
Number of offices
1
Most active in
Madanat Financial Services has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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