Maciel Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maciel Wealth Management provides investment advisory and financial planning services to individuals and families and also works with high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. In addition to discretionary portfolio management and comprehensive or hourly financial planning, the firm offers tax preparation services and employee-benefit plan consulting.
The firm primarily follows a passive investment approach, constructing diversified portfolios using index mutual funds and ETFs and setting asset-allocation targets in client-specific investment policy statements, while employing fundamental and technical analysis as supporting tools. Accounts are typically managed on a discretionary basis with regular (quarterly) reviews and an option for ongoing comprehensive planning via a subscription-style service.
Notable for a firm of this size, Maciel Wealth Management is a sponsor of a wrap fee program and provides in-house tax preparation/accounting services, and it accepts institutional and corporate clients including employer retirement plans and charitable organizations—client types and service offerings that are less common among similar independent advisers. With about $18.6 million in discretionary assets under management across roughly 170 clients, the firm combines small‑firm scale with services such as pension consulting and employee benefit plan administration that are more frequently offered by larger practices.
Client services
Expertise
Fee options
Financial Planning fixed fee ranging from $500 to $3,000
$0 - $100,000: 2.00% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$100 - $200 per hour, negotiable
Comprehensive Financial Planning paid monthly at $200 - $600 per month
Fee-only: Comprehensive Financial Planning monthly fee $200 - $600 per month, Financial Planning hourly fee $100 - $200 per hour, Financial Planning fixed fee $500 - $3,000
Main office
11863 W 112th St, Suite 100
Overland Park KS 66210
Advisors at this office
1
Most active in
Kansas · Missouri · Texas
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
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