MADRID RETIREMENT ADVISORS
SEC RegisteredWe Help You Pursue The Life You Want
About the firm
Madrid Retirement Advisors is a community-focused investment advisory firm based in Manhattan Beach, CA. Their team of professionals offers personalized financial strategies tailored to clients' goals, helping with investing, wealth building, family protection, and asset preservation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial advice and personalized financial strategies tailored to clients' goals, including investing to build wealth, protecting families, and preserving assets.
Who they serve
Socially conscious individuals seeking personalized financial strategies for today and the future, including those investing to build wealth, protect their family, or preserve their assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 244 | $184M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
490 total clients reported on Form ADV.
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $249,999 | 1.50% |
| $250,000 - $499,999 | 1.45% |
| $500,000 - $749,999 | 1.40% |
| $750,000 - $999,999 | 1.35% |
| $1,000,000 - $1,999,999 | 1.30% |
| Over $2,000,000 | 1.25% |
Data as of February 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MADRID RETIREMENT ADVISORS 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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