Maxwell Wealth Planning, Inc.

Maxwell Wealth Planning, Inc. (CRD# 171485) is a financial advisory firm headquartered in , . They manage $16,056,382 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
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)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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 Maxwell Wealth Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Neil Maxwell
CRD#: 5010950
Parker, CO 80134

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.

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