James D. Maxon Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
James D. Maxon Financial Advisors, LLC manages about $15.1 million on behalf of roughly 42 clients, providing portfolio management and related financial planning services to individual and small-business clients. The firm reports charging fees based on a percentage of assets under management, a fee structure common among independent advisers.
The ADV describes an investment process built on conventional securities analysis and publicly available research to construct and monitor client portfolios, with services tailored to individual objectives and implemented across typical securities types. Regular account reviews and client reporting are part of the firm’s service model, and investment decisions may be carried out with client-specific instructions or discretion as agreed.
A distinguishing feature disclosed in the brochure is a material affiliation with an accounting/accounting firm, which allows the adviser to coordinate tax and accounting services alongside investment advice — an arrangement that is uncommon among independent firms. Combined with a relatively small client base and concentrated AUM, that affiliation may enable more integrated tax-aware portfolio management than is typical for peers.
Client services
Main office
Bedford MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
James D. Maxon Financial Advisors · James D. Maxon Financial Advisors, LLC · Maxon, James D
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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