About Maxwell Financial Group, Inc.
Maxwell Financial Group, Inc. is a leading financial advisory firm that has been providing expert financial services to clients for over 15 years. With their team of experienced and knowledgeable advisors, Maxwell Financial Group, Inc. has built a reputation for delivering personalized and comprehensive financial advice to individuals, families, and businesses. Their commitment to putting the clients’ needs first has made them a trusted partner in achieving financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial advice
- Offers a range of financial services to meet clients’ needs
- Takes a client-focused approach to decision-making
- Uses advanced technology to enhance the client experience
- Strives to build long-term relationships with clients
Facts and Insights
Maxwell Financial Group, Inc. is proud of their achievements in the financial services industry. As of 2021, here is a snapshot of their performance:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Maxwell Financial Group, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types
Maxwell Financial Group, Inc. serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Corporations
- Non-profit organizations
Fees & Compensation
Maxwell Financial Group, Inc. operates on a fee-based model, which means that they charge a fee for their services, rather than earning commissions from selling financial products. This ensures that their advice is unbiased and in the best interest of the client. The specific fees and compensation structure are discussed and agreed upon with each client during the initial consultation.
Background
Maxwell Financial Group, Inc. was founded in 2006 by John Maxwell, a certified financial planner (CFP) with over 20 years of experience in the financial services industry. Under his leadership, the firm has grown to become a reputable name in the industry, known for their client-centric approach and commitment to excellence.
Financial Advisor Disclosures to Know
As a licensed and registered financial advisor, Maxwell Financial Group, Inc. adheres to strict regulations and guidelines set by regulatory bodies. Clients can have peace of mind knowing that their advisor is transparent and accountable for their actions. Some important disclosures to note about Maxwell Financial Group, Inc. include:
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Compliant with the rules and regulations set by the Investment Advisor Public Disclosure (IAPD)
- Zero regulatory actions, criminal charges, or arbitration events