# Maximilian Neumayer

> Maximilian Neumayer is a fee-only financial advisor at Formation Wealth Management in Ponte Vedra Beach, Florida, who holds the CFP credential. Maximilian focuses on retirement planning and family wealth transfer. Formation Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Formation Wealth Management
- **Based in:** Ponte Vedra Beach, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $41.1M across 102 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Family wealth transfer
- **Works with:** Retirees, Multi-generational families
- **CRD:** 4567591 (https://adviserinfo.sec.gov/individual/summary/4567591)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.formationwealth.com

## Frequently asked questions

### Is Maximilian Neumayer a fee-only financial advisor?

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

### How does Maximilian charge for financial advice?

Maximilian's firm, Formation Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Maximilian Neumayer based?

Maximilian Neumayer is based in Ponte Vedra Beach, Florida.

### What does Maximilian specialize in?

Maximilian's specialties include retirement planning and family wealth transfer. Maximilian works with retirees and multi-generational families.

### What credentials does Maximilian Neumayer hold?

Maximilian Neumayer holds the CFP credential.

### Is Maximilian Neumayer registered with the SEC?

Yes. Maximilian Neumayer is registered as an investment adviser representative in FL and TX (CRD 4567591), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Formation Wealth Management manage?

Formation Wealth Management reports $41.1M across 102 accounts in assets under management.

### How do I contact Maximilian Neumayer?

Through Maximilian's website, www.formationwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4567591): 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://www.formationwealth.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.