Maxon Financial, LLC

Maxon Financial, LLC (CRD# 165480) is a financial advisory firm headquartered in San Rafael, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Maxon Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
Don S. Maxon
CRD#: 6124180
San Rafael, CA

Don Maxon (CRD# 6124180) is an Investment Advisor Representative working at Maxon Financial, LLC in San Rafael, CA and has 1 year of experience in the finance industry. Don Maxon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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