Madeline Mcivor is a CFP-designated registered investment advisor at Boldin Advisors, based in Pittsburgh, PA, with 9 years of industry experience. Madeline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors offers ongoing financial planning engagements for up to $6,000 annually. The fee may be negotiable based on the scope and complexity of services.
Boldin Advisors offers fixed financial planning engagements for up to $6,000. The fee may be negotiable based on the nature and complexity of the services.
Location
Pittsburgh, PA
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Regulatory History
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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Madeline works for Uprise, a startup providing financial plans to small business owners, dedicating about a quarter of her time. She is also dually registered with NewRetirement Advisors LLC and Core Planning, spending about 40% and 30% of her time with each, respectively.
Employment History
Current Registrations
Boldin Advisors
Core Planning
Previous Registrations
Facet
Cahaba Wealth Management, INC.
Truewealth Management
State Registrations3 states
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.