Madison Wealth Advisors, LLC

Madison Wealth Advisors, LLC (MWA) is a registered investment adviser based in Lee’s Summit, MO, established in 1999. MWA specializes in managing investment portfolios for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. They offer discretionary investment management services, creating portfolios primarily with no-load mutual funds and may include individual equity securities. MWA's investment philosophy is rooted in Modern Portfolio Theory, emphasizing diversified portfolios through passively managed asset class mutual funds. They primarily recommend mutual funds offered by Dimensional Fund Advisors, Bridgeway, and Stone Ridge Funds. MWA charges an annual fee based on a percentage of assets under management, with a minimum annual fee of $3,500. The firm may compensate third parties for client referrals and receives services from Charles Schwab, Fidelity, and TD Ameritrade. MWA does not vote proxies on behalf of clients and does not engage in principal transactions. Clients are urged to review custodial statements and compare them with MWA's reports. MWA has no disciplinary information or financial constraints that affect its ability to meet client commitments.