Daniel Maxwell
Amicus Financial Advisors · Lehi, Utah
Daniel Maxwell is a fee-only financial advisor at Amicus Financial Advisors in Lehi, Utah. Daniel focuses on retirement planning and tax planning. Amicus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Amicus Financial Advisors |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $550.9M across 1,486 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6341801 |
| Exams passed | Series 65 (2014) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.amicusadvisors.com |
How Daniel's firm compares
- Amicus Financial Advisors's average account is about $371,000, from its Form ADV (assets managed divided by 1,486 accounts).
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Questions about Daniel
Is Daniel Maxwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Amicus Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Amicus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Maxwell based?
Daniel Maxwell is based in Lehi, Utah.
What does Daniel specialize in?
Daniel's specialties include retirement planning and tax planning. Daniel works with pre-retirees.
Is Daniel Maxwell registered with the SEC?
Yes. Daniel Maxwell is registered as an investment adviser representative in UT (CRD 6341801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Amicus Financial Advisors manage?
Amicus Financial Advisors reports $550.9M across 1,486 accounts in assets under management.
How do I contact Daniel Maxwell?
Through Daniel's website, www.amicusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Amicus Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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