Richard
England
Madison Wealth Management
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About this Advisor
Richard England is a certified financial planner based out of Bethesda, Maryland who has 21 years of relevant experience. England is currently employed by Madison Wealth Management. Over the course of their career, England has held roles at Madison Financial Advisors, LTD and England Family Foundation. England has a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Maryland. Madison Wealth Management is a firm that has its headquarters in Cincinnati, OH. The company has offices in two locations and a total of 29 financial advisors. It oversees $1 billion in assets under management between its 2,495 client accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to 29 charitable organizations. Of its 2,495 client accounts, 55% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management typically vary depending on which service is provided. Fee types billed by Madison Wealth Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Wealth Management Brokerage Details
$1,123,859,860
29
2,495
$450,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Richard England Work History
Richard has been registered as a financial advisor for 21 years.*
England Family Foundation
Madison Financial Advisors, LTD
England Family Foundation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard England 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 Madison Wealth Management
Cincinnati, OH
Cincinnati, OH
Leesburg, VA
Leesburg, VA
Cincinnati, OH
Leesburg, VA
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
