MADISON ADVISORY SERVICES, INC.
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About the firm
Founded in 1997, Madison Planning Group is based in White Plains, NY, with additional locations in Syracuse and Lake Worth, FL. The firm is built on a dedication to enabling better financial decision-making through a full-service approach, striving to be honest, relatable, and dependable for each client. Their team works to help every client turn their financial dreams into reality through personalized guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service financial planning, investment management, retirement planning, risk management, and financial counseling, designed to help clients save, spend, and leverage money, build a financial foundation, grow assets, build retirement income, reduce taxes, and manage risk.
Who they serve
Individuals in major life transitions—such as marriage, divorce, inheritance, death of a spouse, or career transition—as well as those who no longer want to spend time and energy managing increasingly complex finances.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 877 | $239M |
| High Net Worth Individuals | 203 | $266M |
| Charitable Organizations | 18 | $2.3M |
| State/Municipal Entities | 4 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.40% |
| $2,000,001 - $3,000,000 | 1.30% |
| $3,000,001 and above | 1.25% |
Data as of April 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MADISON ADVISORY SERVICES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.