linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Madison Madeleine Bennett

Financial Consulate

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Madison? Claim Your Profile

About Madison Madeleine Bennett

Madison Madeleine Bennett is a financial professional with Financial Consulate, Inc. Madison has been in the industry since July 2019. Madison has been registered as an investment advisor representative in Maryland since May 29, 2020, and in Texas since August 21, 2023. Madison is a Certified Financial Planner. Madison's employment history includes positions at The Pier Restaurant, Glory Days Grille, Stoney's Seafood House, and The Leonardtown Grille. Madison's firm, Financial Consulate, Inc. provides portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals. Financial Consulate, Inc. has offices in Hunt Valley and Baltimore, Maryland.

Firm Information

Madison Bennett is currently registered with Financial Consulate. Financial Consulate is an investment advisor headquartered in HUNT VALLEY, MD. The firm provides financial planning, pension consulting, educational seminars, and publication of periodicals services. They also offer other advisory services, including tax, accounting, and estate advisory. The firm manages approximately $782.3 million in assets for a total of 3,093 clients. They primarily serve high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations.
Financial Consulate

11019 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$782.27M

Assets Under Management

8

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tax, accounting & estate advisory

Tax, accounting & estate advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Madison Bennett’s Registration & Firm History

MD

08/21/2023 - Present

Financial Consulate (HUNT VALLEY MD)

Not sure if Madison Madeleine Bennett is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Madison Madeleine Bennett.
Not sure if Madison Madeleine Bennett is right for you?