Madson Wealth Advisors Inc. logo

Madson Wealth Advisors Inc.

Updated today

Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

0

Very Low

Average account size

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

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting flat fees range from $2,400 to $5,000

Percentage

$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%

Project-based

Maximum hourly fee up to $400

Main office location

Madson Wealth Advisors Inc.

1160 North Dutton Ave, Ste 210

Santa Rosa CA 95401, United States

Number of offices

1

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

Advisors at this firm

user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
user avatar

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.

Options & derivatives strategies Private / alternative investments Active portfolio management Tax-loss harvesting
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")