MM
CFP
MM
CFP

Maura Madden

4 Years of Experience
Seattle, WA

Maura Madden is a CFP-designated registered investment advisor at Maura Madden Financial Planning, based in Seattle, WA, with 4 years of industry experience. Maura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 24 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Maura Madden Financial Planning offers ongoing financial planning services charged at an hourly rate of $300. Clients engaged in ongoing services are responsible for initiating contact with any requests for service. This engagement is renewed on an annual basis.

Maura Madden Financial Planning offers comprehensive and project-based financial planning services at an hourly rate of $300, billed in 15-minute increments. Examples of planning services include:

  • Cash flow and debt management
  • College savings
  • Employee benefits optimization
  • Estate planning
  • Financial goals
  • Insurance
  • Investment analysis
  • Retirement planning
  • Risk management
  • Tax planning strategies
Hourly Rate:$300/hr
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Maura Madden Financial Planning
July 2021 - Present · 4 yrs 10 mos
State Registrations2 states
TXWA
Advisor

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
No exam information available for this advisor.