Anton Madsen is a CFP-designated registered investment advisor at Stone Steps Financial, LLC, based in Encinitas, CA, with 12 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 91 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Minimum annual fee of $10,000.
Fee Estimator
Contact
Anton Madsen
Location
533 Second Street, Suite 207, Encinitas, CA, 92024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Anton is the Founder and Owner of AdviserCo. Inc. This activity takes about a quarter of his time.
Employment History
Current Registrations
Stone Steps Financial, LLC
Xypn Invest
Previous Registrations
Newleaf Financial Guidance
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Are you stressing out about your student loans and balancing pay down strategies with making progress toward future goals (like retirement, owning a home, having a family), all while trying to enjoy life?!