Madison
Bennett

Financial Consulate

CRD#7260132
Investment Advisor
in Hunt Valley, MD

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About this Advisor

Madison Bennett is a financial advisor based in Hunt Valley, Maryland, working with Financial Consulate. Madison has previously held positions at The Financial Consulate, Inc, The Pier Restaurant, Glory Days Grille, Stoney's Seafood House, and The Leonardtown Grille. Madison is registered to provide services in Maryland and Texas. Currently, Madison is part of Financial Consulate, which operates out of Hunt Valley, Maryland. The firm has 2 offices and 23 employees. The firm manages assets totaling $782.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Financial Consulate includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11019 Mccormick Road Suite 200
Hunt Valley, MD 21031

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Financial Consulate Brokerage Details

Total Assets Under Management

$782,269,600

MD Average: $6,889,882,315
Total Number of Employees

23

MD Average: 45
Total Number of Accounts

3,093

MD Average: 765
Average Account Size

$252,916

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Madison Bennett Work History

2019 - Present (5 years)

The Financial Consulate, Inc

2017 - 2019 (2 years)

The Pier Restaurant

2017 - 2017 (< 1 year)

Glory Days Grille

2016 - 2017 (1 year)

Stoney'S Seafood House

2013 - 2016 (3 years)

The Leonardtown Grille

Disclosures

Please visit the SEC profile of Madison Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Consulate

Graham Ewing
Hunt Valley, MD
Christopher O'Shea
Hunt Valley, MD
Jackson Courtney
Hunt Valley, MD
Madison Bennett
Hunt Valley, MD
Leo Lavezza
Gettysburg, PA
Alec Sunners
Hunt Valley, MD
Justin Linthicum
Hunt Valley, MD
Michael Mccarthy
Hunt Valley, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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