Maxwell Carlos
Laurel Wealth Planning · Edina, Minnesota
Maxwell Carlos is a fee-only financial advisor at Laurel Wealth Planning in Edina, Minnesota, who holds the CFP credential. Maxwell charges an ongoing planning fee (typically works with clients with $750,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Laurel Wealth Planning |
|---|---|
| Based in | Edina, Minnesota |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $750,000 or more |
| Accepting new clients | Yes |
| Assets under management | $453.6M across 1,008 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 7099822 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.laurelwealthplanning.com |
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Questions about Maxwell
Is Maxwell Carlos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Laurel Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maxwell charge for financial advice?
Maxwell charges an ongoing planning fee.
How much does Maxwell charge?
According to Laurel Wealth Planning's website, checked October 30, 2026: typically works with clients with $750,000 or more.
Where is Maxwell Carlos based?
Maxwell Carlos is based in Edina, Minnesota.
What does Maxwell specialize in?
Maxwell's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Maxwell works with retirees, pre-retirees and divorced individuals.
What credentials does Maxwell Carlos hold?
Maxwell Carlos holds the CFP credential.
Is Maxwell Carlos registered with the SEC?
Yes. Maxwell Carlos is registered as an investment adviser representative in MN (CRD 7099822), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laurel Wealth Planning manage?
Laurel Wealth Planning reports $453.6M across 1,008 accounts in assets under management.
How do I contact Maxwell Carlos?
Through Maxwell's website, www.laurelwealthplanning.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
- Laurel Wealth Planning 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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