Madison Madeleine Bennett

CFP

Financial Consulate

5 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth

Financial Consulate

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

13 advisors

Number of Clients

856 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$930.0M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	0.70%
$5.0M - $25.0M	0.50%
$25M+	0.25%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Contact

Madison Madeleine Bennett

Location

11019 Mccormick Road, Suite 200, Hunt Valley, MD, 21031

Get directions

History

Regulatory History (1)

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Criminal

July 2023

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Financial Consulate

May 2020 - Present · 5 yrs 9 mos

State Registrations2 states

MDTX

Advisor

Exams

No exam information available for this advisor.

Additional Information

I am an advisor with the Financial Consulate. I have been with the firm for 2 years. I gradutated from Towson University with a Bachelor's Degree in Business Administration with a Concentration in Finance. I am originally from St. Mary's County, MD but currently reside in Baltimore City, MD. I am continuing to learn and sharpen my Financial Planning knowledge, while working towards specializing in a niche.