Maseco Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,917,329,405
Clients
3,443
Advisors
8
of 129 employees
About
Maseco Private Wealth is an SEC‑registered, FCA‑authorised wealth manager that provides fee‑based private wealth services and financial planning to individual clients, high‑net‑worth individuals, trusts and charitable organizations. Its offerings include discretionary and non‑discretionary portfolio management, model multi‑asset portfolios and comprehensive wealth planning covering tax, retirement, estate and charitable giving.
The firm follows a systematic, evidence‑based investment process that emphasizes institutional asset‑class strategies, broadly diversified ETF‑based model portfolios and an Investment Policy Statement for each client; it also offers bespoke portfolio adjustments and a Low Carbon Centric option for clients seeking carbon‑screened allocations. Portfolios are regularly monitored and rebalanced, with annual suitability reviews and quarterly reporting, and execution is arranged through third‑party custodians and platforms.
Distinctive features relative to many multi‑team peers include that Maseco’s principal office is outside the U.S. and it maintains a significant non‑U.S. client base, alongside recent affiliation as a wholly owned subsidiary of Creative Planning Holdco. The firm also combines advisory services with insurance broker/agent activities, produces firm communications such as periodicals/newsletters, and generally structures client billing on a percentage‑of‑AUM basis rather than fixed‑fee arrangements.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.70%
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,875 (plus VAT, where applicable) payable in advance. Fee-only: Fees charged as percentage of AUM on a tiered scale; no commissions; client pays platform and custodial fees separately.
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
Maseco Financial · Maseco Institutional · Maseco Llp · Maseco Private Wealth
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
George F
Series 65
Remote
Maseco Private Wealth
George Fisk is a financial advisor with Maseco Private Wealth and holds a Series 65 designation. He has been with Maseco LLP since 2014, accumulating six years of experience at the firm. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process using broadly diversified ETF-based model portfolios and offers comprehensive wealth planning services including tax, retirement, estate, and charitable giving.
David D
Series 65
Remote
Maseco Private Wealth
David Dorman is a financial advisor at Maseco Private Wealth with 16 years of industry experience. He holds a Series 65 designation and has been with Maseco LLP since 2009. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process with broadly diversified ETF-based portfolios and offers comprehensive wealth planning services including tax, retirement, estate, and charitable giving.
Ashley S
CFP®, Series 63, Series 65
Remote
Maseco Private Wealth
Ashley Scher is a CFP®-certified financial advisor with 19 years of industry experience. She is a wealth manager at Maseco Private Wealth and a Director of MASECO Asia Limited, where she provides investment-related advice. In addition to her advisory roles, she works independently as a life insurance agent offering fixed life and annuity contracts. Maseco Private Wealth is an SEC-registered, FCA-authorised firm serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process featuring diversified ETF-based model portfolios, customized investment policy statements, and comprehensive wealth planning services.
Dylan E
Series 63, Series 65
Remote
Maseco Private Wealth
Dylan Evans is a financial advisor at Maseco Private Wealth with Series 63 and Series 65 licenses and approximately one year of experience at the firm. His prior work includes roles at UBS and various organizations including the University of Vermont and The American School in London. Maseco Private Wealth is an SEC-registered, FCA-authorised firm that provides fee-based private wealth services and financial planning for individuals, high-net-worth clients, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment process with diversified ETF-based portfolios and offers bespoke adjustments, including a Low Carbon Centric option.
James S
CFA®
Remote
Maseco Private Wealth
James Sellon is a CFA® charterholder with 16 years of industry experience. He has been with Maseco Private Wealth since 2008. Maseco Private Wealth is an SEC-registered, FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach using diversified ETF-based model portfolios and offers comprehensive wealth planning services.
Andrea S
Series 65
Remote
Maseco Private Wealth
Andrea Solana is a financial advisor at Maseco Private Wealth with 19 years of industry experience. She has been with Maseco Private Wealth since 2014. Andrea holds a Series 65 credential. Maseco Private Wealth is an SEC-registered and FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach with broadly diversified ETF-based portfolios and offers comprehensive wealth planning including tax, retirement, estate, and charitable giving strategies.
Joshua M
Series 63, Series 65, Series 66
Remote
Maseco Private Wealth
Joshua Matthews is a financial advisor with Maseco Private Wealth, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. He has been with Maseco Private Wealth since 2008. Maseco Private Wealth is an SEC-registered and FCA-authorised wealth manager serving individual clients, high-net-worth individuals, trusts, and charitable organizations. The firm employs a systematic, evidence-based investment approach focused on diversified, ETF-based portfolios and comprehensive wealth planning, including tax, retirement, estate, and charitable giving services.
Mark S
Series 65, Series 66
Remote
Maseco Private Wealth
Mark Scher is a financial advisor at Maseco Private Wealth with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Maseco Private Wealth since 2010 and MASECO Asia Limited since 2016, where he serves as a director. Maseco Private Wealth is an SEC-registered, FCA-authorised firm that provides fee-based wealth management and financial planning to individuals, high-net-worth clients, trusts, and charities. The firm employs a systematic, evidence-based investment approach with broadly diversified ETF portfolios and offers tailored wealth planning services.
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