Matthew Neve
Maximus Wealth Advisors · North Salt Lake, Utah
Matthew Neve is a fee-only financial advisor at Maximus Wealth Advisors in North Salt Lake, Utah. Maximus Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Maximus Wealth Advisors |
|---|---|
| Based in | North Salt Lake, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $8.0M across 12 accounts |
| SEC registration | Investment adviser representative in UT · CRD 6905370 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.maxadvisors.com |
How Matthew's firm compares
- Maximus Wealth Advisors's average account is about $668,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Matthew
Is Matthew Neve a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Maximus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Maximus Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Neve based?
Matthew Neve is based in North Salt Lake, Utah.
Is Matthew Neve registered with the SEC?
Yes. Matthew Neve is registered as an investment adviser representative in UT (CRD 6905370), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maximus Wealth Advisors manage?
Maximus Wealth Advisors reports $8.0M across 12 accounts in assets under management.
How do I contact Matthew Neve?
Through Matthew's website, www.maxadvisors.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
- 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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