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RIA / WealthAdvisorCertified Financial Planner11 years in industry

MADELINE MCIVOR

Advisor at CORE PLANNING

MILL VALLEY, CA | OFALLON, MO | Pittsburgh, PA

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Search this name across graphsid dfx:ria:64246ddd-2283-23be-99db-0ce32d3fb256

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 22, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORE PLANNING
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 28, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 28, 2014
First registration: Apr 22, 2016
Dual registered: no
Other names: MADELINE JANE GOOD|MADELINE GOOD-MCIVOR|Madeline J Good|MADELINE GOOD MCIVOR
IAPD individual key: 6152205

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOLDIN ADVISORS	No RAUM reported	Apr 28, 2025	n/a	yes	MILL VALLEY, CA\|Pittsburgh, PA	Current employment
CORE PLANNING	Independent wealth	Jan 8, 2025	n/a	yes	Pittsburgh, PA\|OFALLON, MO	Current employment
Facet	Independent wealth	Aug 27, 2020	Aug 30, 2024	no	Minneapolis, MN\|Chapel Hill, NC\|WEST PALM BEACH, FL\|Pittsburgh, PA	Previous registration
CAHABA WEALTH MANAGEMENT, INC.	Independent wealth	Nov 9, 2017	Oct 27, 2020	no	ATLANTA, GA	Previous registration
TRUEWEALTH MANAGEMENT	Former SEC adviser	Apr 22, 2016	Oct 11, 2017	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Facet	CORE PLANNING	Aug 30, 2024	Jan 8, 2025	131	Firm change	RIA to RIA
CAHABA WEALTH MANAGEMENT, INC.	Facet	Oct 27, 2020	Aug 27, 2020	-61	Firm change after gap	RIA to RIA
TRUEWEALTH MANAGEMENT	CAHABA WEALTH MANAGEMENT, INC.	Oct 11, 2017	Nov 9, 2017	29	Firm change	Other

Relationships

Registered with (5)

→ BOLDIN ADVISORSRegistered adviserregistration: current employment
Apr 28, 2025 to presentfactForm ADV
→ CORE PLANNINGRegistered adviserregistration: current employment
Jan 8, 2025 to presentfactForm ADV
→ FACETRegistered adviserregistration: previous registration
Aug 27, 2020 to Aug 30, 2024factForm ADV
→ CAHABA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 9, 2017 to Oct 27, 2020factForm ADV
→ TRUEWEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 22, 2016 to Oct 11, 2017factForm ADV

Dated events

Occurred
Aug 30, 2024
Advisor changed firm
Madeline Mcivor left Facet for Core Planning (registered 2025-01-08)
Form ADVobserved 4 days ago