Maxine Shevlin
RTD Financial Advisors · Philadelphia, Pennsylvania
Maxine Shevlin is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania, who holds the CFP credential. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7352174 |
| Exams passed | Series 65 (2021) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How Maxine's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Maxine
Is Maxine Shevlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxine holds no broker registration, and RTD Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maxine charge for financial advice?
Maxine's firm, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Maxine Shevlin based?
Maxine Shevlin is based in Philadelphia, Pennsylvania.
What credentials does Maxine Shevlin hold?
Maxine Shevlin holds the CFP credential.
Is Maxine Shevlin registered with the SEC?
Yes. Maxine Shevlin is registered as an investment adviser representative in PA (CRD 7352174), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RTD Financial Advisors manage?
RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.
How do I contact Maxine Shevlin?
Through Maxine's website, www.rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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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