Michael Gross is a CFP-designated registered investment advisor at Madison Partners, based in Phoenix, AZ, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,077 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The maximum advisory fee is 1.25% and is negotiable. Total fees may include an additional sub-advisor or model manager fee if a sub-advisor platform is utilized.
Fee Estimator
Location
11811 N. Tatum Blvd, Phoenix, AZ, 85028
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2025Customer Dispute
February 2016Employment History
Current Registrations
Madison Partners
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Simmers Capital Management CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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