# Maxwell Harcey

> Maxwell Harcey is a fee-only financial advisor at Advisors Management Group in La Crosse, Wisconsin. Maxwell charges a percentage of assets and an ongoing planning fee and focuses on tax planning and small business owners.

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

## Facts

- **Firm:** Advisors Management Group
- **Based in:** La Crosse, Wisconsin
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $819.6M across 4,960 accounts
- **Specialties:** Tax planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7779749 (https://adviserinfo.sec.gov/individual/summary/7779749)
- **SEC registration:** Investment adviser representative in WI
- **Exams passed:** Series 65 (2023)
- **Firm size:** 17 employees
- **Disclosures:** None reported
- **Website:** https://www.advisorsmanagement.com

## Frequently asked questions

### Is Maxwell Harcey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Advisors Management Group 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 a percentage of assets and an ongoing planning fee.

### Does Maxwell work with clients virtually?

Yes. Advisors Management Group says on its website that it works with clients remotely.

### Where is Maxwell Harcey based?

Maxwell Harcey is based in La Crosse, Wisconsin.

### What does Maxwell specialize in?

Maxwell's specialties include tax planning and small business owners. Maxwell works with retirees and pre-retirees.

### Is Maxwell Harcey registered with the SEC?

Yes. Maxwell Harcey is registered as an investment adviser representative in WI (CRD 7779749), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advisors Management Group manage?

Advisors Management Group reports $819.6M across 4,960 accounts in assets under management.

### How do I contact Maxwell Harcey?

Through Maxwell's website, www.advisorsmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7779749): 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://advisorsmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.