A complete list of active advisors currently associated with Maierhofer Wealth

Warmer can help you find a great advisor at Maierhofer Wealth or one who fits your needs even better.

Maierhofer Wealth provides wealth management, comprehensive financial planning, and financial consulting to individuals, high‑net‑worth clients, and owners of closely‑held businesses. The firm also offers business exit planning and may advise on employer‑sponsored retirement plans, trusts, estates and IRAs, and as of the brochure date reports no client assets under management. The firm states it constructs customized portfolios using modern portfolio theory, primarily allocating among mutual funds, exchange‑traded funds and individual debt securities while offering access to alternative investments for qualified clients. Services are delivered largely on a non‑discretionary basis with ongoing monitoring and periodic reviews, and financial planning or consulting engagements can be provided on hourly or fixed‑fee terms. Notable distinctions include the availability of hourly billing for planning and consulting—an uncommon practice among investment‑manager advisers—and a specific practice focus on business exit planning with implementation coordination among other professional advisors. The firm is newly established in 2024, reports no assets under management, and discloses that the principal’s prior registration was revoked in 2021 for failure to renew.

To learn more about the advisors currently working at Maierhofer Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.