# Madison Planning Group

Madison Planning Group is a RIA based in Madison, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Madison, United States
- **Region:** Asia
- **Address:** White Plains, NY, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** madisonplanning.com
- **LinkedIn:** https://www.linkedin.com/company/38098317

## Regulatory record

- **CRD number:** 305824
- **SEC file number:** 801-118168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305824

## About

Madison Partners is an SEC-registered investment adviser in Madison, WI, registered since 2020. The firm manages $1.3 billion in regulatory assets, $1.3 billion on a discretionary basis. It has 17 employees and 17 investment advisers.

## Offices

- Fayetteville, NY, United States
- Lake Worth, FL, United States

## Questions

### What services does Madison Planning Group offer?

The firm lists full-service financial planning, investment management, retirement planning, and risk management. It publicly describes its service model as personalized rather than generic (per the firm's website).

### What investment stages or asset classes does Madison Planning Group target?

Madison Planning Group does not disclose specific asset-class targets, allocation models, or investment-stage preferences. The firm describes offering investment management and retirement planning without further detail.

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Last updated: 2026-06-03T20:00:00.000Z

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