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Maxwell Faris Boyd

Advisor at Equitable Advisors — Summervillie, SC

Updated today

Credentials

Series 66

Experience

21 years

Location

Summervillie, SC 29486

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,620

Across 967 offices

Clients per advisor

16 Very Low

Avg AUM per client

$570,841 High

HNW client ratio

47% Very High

About

Maxwell Boyd is a financial advisor with Equitable Advisors in Summerville, SC, holding a Series 66 designation and 21 years of industry experience. He has worked at Equitable Advisors since 2004, including the period when the firm operated as Axa Advisors, LLC. Outside of his advisory role, Boyd is involved with Boyd Investment Group, LLC, managing investment property. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement income strategy Social Security optimization

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Baby Boomers (Born 1946-1964)

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Fee options

Percentage

$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour

Commissions

Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.

Location

See office

Summervillie, SC

700 Nexton Square, (Pmb U2)

Summervillie SC 29486

Advisors at this office

1

Most active in

South Carolina

Work history

21 years of industry experience

Equitable Advisors

2004 - Present • 22 years

New York, NY

Axa Advisors, Llc

2004 - 2020 • 16 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Justin L

CFA®, Series 63

North Charleston, SC

Luther Wealth Management

Justin Luther is a CFA charterholder and financial advisor at Luther Wealth Management in North Charleston, SC, with seven years of industry experience. He has worked at Luther Wealth Management since 2018 and concurrently holds a role in sales and business development at Kinder Morgan Inc. as a Commercial Manager. Luther Wealth Management serves high-net-worth individual investors, providing discretionary portfolio management and financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on low-fee index funds and ETFs, emphasizing diversification, low turnover, and periodic rebalancing.

Passive / index investing General retirement planning
user avatar

Matthew S

Series 65

Summerville, SC

DeltaX Capital LLC

Matthew Schaller is a Series 65 credentialed advisor at DeltaX Capital LLC with one year of industry experience. He has held roles at several entities, including Time Arcade LLC, Armament LLC, GoodUnited, Redemption Cycles LLC, and Clemson University. Outside of his advisory role, he is involved with multiple business ventures. DeltaX Capital LLC provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs an actively managed, concentrated equity strategy using fundamental, quantitative, technical, and macroeconomic analysis to guide investment decisions.

Active portfolio management Concentrated stock management
user avatar

Weishen W

CFA®

North Charleston, SC

WW Consulting

Weishen Wang is a CFA charterholder and founder of WW Consulting, with one year of experience in the investment industry. He has been affiliated with the College of Charleston since 2011. Wang also founded Win-Win Bridge International, LLC, a consulting firm focused on taxation compliance, insurance, and investment services. WW Consulting provides non-discretionary investment advisory services to individuals, pension and profit-sharing plans, and charitable organizations. The firm emphasizes detailed client fact-finding and macroeconomic analysis to develop asset-allocation recommendations primarily using pooled vehicles and Treasury instruments, integrating tax and insurance guidance into its investment advice.

College savings (529s, UTMA, etc.) General tax planning
user avatar

John J

Series 63

Moncks Corner, SC

Barony Financial Group

John Jackson is the sole advisor at Barony Financial Group in Moncks Corner, SC, holding a Series 63 license with 23 years of industry experience. He has led Barony Financial Group since 2003. Outside his advisory role, he occasionally provides consulting services in forest management and teaches continuing education classes to loggers. Barony Financial Group serves middle-class families, trusts, estates, businesses, and a local charitable organization, offering investment supervisory services, portfolio management, financial and insurance planning, and consulting such as mortgage counseling and seminar instruction. The firm manages approximately $10 million across family accounts and a non-profit, employing a combination of fundamental research and technical analysis to guide discretionary portfolio management.

Real estate investing Annuities Cash flow / budgeting Founder/Business Owner Mid-Career Professionals
user avatar

Wesley S

Series 65

Summerville, SC

Journey Asset Management LLC

Wesley Shuman is a financial advisor at Journey Asset Management LLC with a Series 65 designation and no prior industry experience. He has served in the U.S. Navy since 2000 and currently holds the rank of Senior Chief. Shuman balances his advisory role with ongoing military service, dedicating significant time to both. Journey Asset Management provides discretionary asset management and fixed-fee financial planning primarily for individual clients. The firm customizes portfolio strategies to client goals and uses model portfolios and tax-management tools through the Altruist platform.

Tax-loss harvesting Military & Veterans
user avatar

Eric R

CFP®, CFA®, Series 65

Summerville, SC

Robbins Wealth Management

Eric Robbins is a CFP®, CFA®, and holds a Series 65 license with 23 years of industry experience. He is the founder of Robbins Wealth Management and has served as an associate teaching professor at Pennsylvania State University since 2019. Robbins is also an author for Kaplan Schweser and Business Expert Press. Robbins Wealth Management advises individuals, high net worth clients, retirement plan participants, trusts, estates, charitable organizations, and small businesses. The firm offers portfolio management and financial planning along with tax preparation and trust accounting services, employing a strategic asset allocation approach with tactical use of equities, fixed income, and options strategies.

Active portfolio management Options & derivatives strategies Charitable giving & philanthropy
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