MS
CFA · CFP
MS
CFA · CFP

Madison Nestor Sharick

8 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.

The Plan Services are rendered for a flat fee that is generally less than $10,000.

Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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Location

1650 Garnet Avenue, #1090, San Diego, CA, 92109

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Madison works as a freelance writer and content consultant for financial advisors and content creators since April 2024. This activity, related to a private residence, takes a few hours per week.

Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
Madi Manages Money LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
PNC Investments
January 2018 - July 2022 · 4 yrs 6 mos
PNC InvestmentsBroker
January 2018 - July 2022 · 4 yrs 6 mos
Fragasso Financial Advisors
November 2016 - January 2018 · 1 yr 2 mos
LPL Financial LLCBroker
March 2016 - December 2017 · 1 yr 9 mos
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.