Maxwell Wealth Planning, Inc.
Maxwell Wealth Planning, Inc. (CRD# 171485) is a financial advisory firm headquartered in , . They manage $14,266,600 in 61 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts61ACCOUNTS
Average Account Value$233,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, HI, TX
Neil Maxwell (CRD# 5010950) is CEO of Maxwell Wealth Planning and an Investment Advisor Representative who has over 10 years of experience in the finance industry. Neil Maxwell 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 putclients' interests first and comply with the Financial Planning Practice Standards.