# Maia Babbs

> Maia Babbs is a fee-only financial advisor at Lariat Wealth Management in Denver, Colorado, who holds the CFA credential. Maia charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/maia-babbs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Lariat Wealth Management
- **Based in:** Denver, Colorado
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $37.7M across 60 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 4154898 (https://adviserinfo.sec.gov/individual/summary/4154898)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 63 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.lariatwealth.com

## Frequently asked questions

### Is Maia Babbs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Maia holds no broker registration, and Lariat Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Maia charge for financial advice?

Maia charges a percentage of assets.

### Where is Maia Babbs based?

Maia Babbs is based in Denver, Colorado.

### What does Maia specialize in?

Maia's specialties include retirement planning, estate & legacy planning and tax planning. Maia works with retirees, pre-retirees and mid-life transitions.

### What credentials does Maia Babbs hold?

Maia Babbs holds the CFA credential.

### Is Maia Babbs registered with the SEC?

Yes. Maia Babbs is registered as an investment adviser representative in CO and TX (CRD 4154898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Lariat Wealth Management manage?

Lariat Wealth Management reports $37.7M across 60 accounts in assets under management.

### How do I contact Maia Babbs?

Through Maia's website, www.lariatwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4154898): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lariatwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.