Maxele Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maxele Advisors provides financial planning and wealth management to a range of clients including individual investors (both high-net-worth and non-HNW), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services include comprehensive and modular financial planning and discretionary or non-discretionary portfolio management.
The firm implements proprietary model portfolios and allocates across equities, ETFs, mutual funds, individual debt, and options, drawing on both fundamental and technical analysis to shape recommendations. Accounts are monitored on an ongoing basis with formal reviews at least quarterly and portfolio construction is intended to reflect each client’s stated risk tolerance and time horizon.
Notably, Maxele manages roughly $201.6 million in discretionary assets while serving an unusually large client base per advisor—over 200 clients per advisor—which it supports through model-based strategies and custodial technology. The firm also relies on third-party platform services (including software and trading support) from its recommended custodian and does not vote client proxies, instead directing proxy materials to clients for their action.
Client services
Expertise
Fee options
Fixed fees for financial planning services generally range from $2,000 to $10,000 depending on complexity
$0 - $0 (not explicitly stated): 0.50% to 1.50% annually for wealth management services based on assets under management and service type $0 - $0 (not explicitly stated): 0.25% to 0.75% annually for account oversight services on assets managed by other firms
Hourly rates generally $150 to $250 per hour depending on adviser experience
Ongoing financial planning services may be charged an annual retainer fee of $500 to $2,500, prorated and charged quarterly
Fee-only: Hourly rates range from $150 to $250 depending on adviser representative experience; fixed fees for financial planning generally range from $2,000 to $10,000; ongoing financial planning retainer fees range from $500 to $2,500 annually prorated quarterly
Main office
20 Allen Avenue, Suite 330
Webster Groves MO 63119
Advisors at this office
2
Most active in
Illinois · Louisiana · Missouri · New Hampshire
Also doing business as
Clientpointe Advisors, LLC · Maxele Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
Advisors at this firm
Ryan B
CFP®
Webster Groves, MO
Maxele Advisors, LLC
Ryan Bowman is a CFP® professional with seven years of experience in financial advisory roles. He is currently the sole advisor at Maxele Advisors, LLC in Webster Groves, MO. His prior experience includes positions at firms such as Aspen Wealth Strategies, Raymond James Financial Services Advisors, and Mariner Wealth Advisors. Maxele Advisors provides financial planning and wealth management services to individual investors, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary model portfolios and a combination of fundamental and technical analysis to guide investment decisions, managing approximately $201.6 million in discretionary assets while serving a large client base through model-based strategies and custodial technology.
Stephen E
CFP®, Series 63, Series 65
Webster Groves, MO
Maxele Advisors, LLC
Stephen Erken is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Maxele Advisors, LLC since 2013. He holds the Series 63 and Series 65 licenses. Maxele Advisors provides comprehensive and modular financial planning and discretionary wealth management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and a combination of fundamental and technical analysis to manage investments according to clients’ risk tolerance and time horizon, maintaining ongoing oversight with at least quarterly reviews.
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