Maximilian Neumayer
Formation Wealth Management · Ponte Vedra Beach, Florida
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.
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Specialties
Who they serve
- Retirees
- Multi-generational families
Facts
| Firm | Formation Wealth Management |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $41.1M across 102 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 4567591 |
| Exams passed | Series 66 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.formationwealth.com |
| Profile |
How Maximilian's firm compares
- Formation Wealth Management's average account is about $403,000, from its Form ADV (assets managed divided by 102 accounts).
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Questions about Maximilian
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.
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
- Formation Wealth Management 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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