Maximus Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,021,242
Clients
12
58% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$668,437
About
Maximus Wealth Advisors provides individualized investment management and financial planning services to individuals (including high-net-worth clients), 401(k) plans, and small businesses, establishing client-specific investment policies and addressing retirement, estate, tax, cash‑flow, insurance, and college‑savings needs. The firm manages discretionary portfolios and delivers one‑time and ongoing planning engagements designed to align asset allocation with each client’s objectives and risk tolerance.
The firm primarily employs a passive, asset‑class weighted approach using index mutual funds and ETFs to build diversified portfolios, while also describing fundamental, technical, cyclical and charting analysis as part of its investment process and using Outside Managers only when a client specifically requests them. Account supervision and portfolio reviews are conducted on a regular basis, with quarterly reviews and monitoring tied to the client’s stated objectives.
Compared with many small independent advisers, Maximus emphasizes a structured, subscription-style comprehensive planning program that includes a month‑by‑month client service schedule, quarterly and semi‑annual reviews, and ongoing implementation check‑ins as part of its standard offering. The firm also makes use of custodian‑supported educational conferences, research and events to inform its advice and client education, and generally limits use of third‑party managers unless requested by the client.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fee between $500 and $1,500
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.55% $10,000,000+: Negotiable
$150 per hour for financial planning
Ongoing comprehensive financial planning fee $299/month or $3,588 annually
Fee-only: Financial planning fixed fee ranges from $500 to $1,500 (negotiable); ongoing comprehensive financial planning fee $299/month or $3,588 annually; hourly financial planning fee $150/hour
Main office location
Maximus Wealth Advisors
517 South 200 West Garden Level, Suite 10
Salt Lake City UT 84101, United States
Number of offices
1
Most active in
Maximus Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Utah
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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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