Maisch Financial Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,781,518
Clients
25
0% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
LowAverage account size
$671,261
About
Maisch Financial Partners, LLC delivers financial planning, consulting, and discretionary wealth management primarily to individual clients (the firm’s client base does not emphasize high‑net‑worth households) and also provides institutional consulting and education services to non‑profit organizations. Services described in the brochure include retirement, income, investment, tax, healthcare and legacy planning alongside portfolio management and implementation support.
The firm typically allocates client assets among independent third‑party managers and retains discretionary authority to select managers and execute trades, conducting ongoing due diligence and at least annual account reviews. Custody and execution are generally provided through Schwab, and the firm discloses that some service providers incorporate artificial intelligence components and performs vendor due diligence to address related risks.
A notable feature is the firm’s affiliation with a licensed insurance agency under common control and the fact that several supervised persons are licensed insurance agents who may offer commissionable insurance products, a conflict of interest the firm discloses and seeks to manage. Maisch Financial Partners is a recently registered, small advisory firm with roughly $16.8 million in discretionary AUM and about 25 clients, combining a non‑HNW individual focus with the added offering of nonprofit education consulting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Fee options
0.85% – 1.50% annually
Certain Supervised Persons offer insurance products under separate commission-based arrangements
Main office location
Maisch Financial Partners, LLC
100 Century Parkway, Suite 120
Mount Laurel NJ 08054, United States
Number of offices
1
Most active in
Maisch Financial Partners, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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