Madison Madeleine Bennett
CFP®Professional Summary
Madison Madeleine Bennett, CFP®, who also goes by Madison M Bennett, is a registered financial advisor currently at FINANCIAL CONSULATE located in Baltimore, Maryland. Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Madison has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- I am currently operating in general Financial Planning
- as well as exploring various areas of Financial Planning to specialize in a niche.
Biography
I am an advisor with the Financial Consulate. I have been with the firm for 2 years. I gradutated from Towson University with a Bachelor's Degree in Business Administration with a Concentration in Finance. I am originally from St. Mary's County, MD but currently reside in Baltimore City, MD. I am continuing to learn and sharpen my Financial Planning knowledge, while working towards specializing in a niche.
Other Aliases
Madison M Bennett
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
Contact Information
Main Address
11019 Mccormick Road Suite 200, Hunt Valley, MD 21031Phone Number
(410) 823-7283# of Employees
25SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,375AUM (Assets Under Management)
$1,095,865,304Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
| 07/29/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
COORDINATED ASSET PLANNING CO INC | THE FINANCIAL CONSULATE, INC | THE CONSULATE | FINANCIAL CONSULATE | COORDINATED ASSETS
State Registrations and Notice Filings
(5/29/2020)
(8/21/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Madison Madeleine Bennett's CRS (Customer Relationship Summary).
Services Offered by Madison
- I am currently operating in general Financial Planning
- as well as exploring various areas of Financial Planning to specialize in a niche.
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