Maynerich Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maynerich Financial is an SEC‑registered adviser managing roughly $122.5 million for about 478 clients served by two advisors, providing portfolio management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, and employer‑sponsored plans. Services include discretionary portfolio management, financial planning, and advisor‑managed options for qualified retirement plans, with hourly consulting also available.
The firm combines fundamental, technical, cyclical, and economic analysis to construct tailored asset‑allocation strategies and employs both long‑ and short‑term approaches while using models that are supplemented by adviser judgment. It generally operates under discretionary authority set out in a written financial services agreement, accepts client‑imposed restrictions in writing, and recommends custody through a major qualified custodian.
Noteworthy and uncommon aspects disclosed in the brochure include a 2023 FINRA disciplinary finding involving a firm management person and the fact that firm representatives are licensed insurance agents who may receive commissions for insurance sales, a potential conflict the firm discloses and manages. The firm also has an unusually high client‑to‑advisor ratio, uses standing letters of authorization with custodians (following SEC SLOA safeguards), and occasionally recommends digital‑asset products, which may affect how services, custody, and conflicts are administered compared with peers.
Client services
Expertise
Fee options
$0 - $250k: 1.10% annually $250k - $500k: 1.00% annually $500k - $1 million: 0.95% annually $1 million+: 0.90% annually
Negotiable hourly rate of $250/hour.
Main office
405 N. Springfield Street
Virden IL 62690
Advisors at this office
2
Most active in
Arizona · Florida · Illinois · Missouri · Texas
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.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Andrew M
CFP®, Series 66
Virden, IL
Maynerich Financial
Andrew Maynerich is a CFP® with 14 years of industry experience, currently serving as an advisor at Maynerich Financial. His prior experience includes roles at ICA Group Wealth Management, LPL Financial, and Investment Centers of America. Outside of his financial advisory work, he is involved in dance instruction and choreography, teaching tap dance classes and providing dance instruction for local theater and high schools. Maynerich Financial manages approximately $122.5 million for around 478 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies and employs both long- and short-term approaches supplemented by adviser judgment.
Ethan T
Series 65
Virden, IL
Maynerich Financial
Ethan Thomas is a financial advisor at Maynerich Financial with two years of industry experience. He holds a Series 65 designation and has worked primarily with Maynerich Financial since 2021, with earlier roles in retail and education. In addition to his advisory work, Ethan owns EFNF LLC, an online consulting business serving e-commerce and Amazon sales clients. Maynerich Financial manages approximately $122.5 million for nearly 480 clients, offering portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to create tailored asset-allocation strategies, operating mainly under discretionary authority.
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