Maxwell Hulbert
LifeGoal Investments · Saratoga Springs, New York
Maxwell Hulbert is a fee-only financial advisor at LifeGoal Investments in Saratoga Springs, New York. Maxwell focuses on retirement planning and tax planning. LifeGoal Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | LifeGoal Investments |
|---|---|
| Based in | Saratoga Springs, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $558M across 965 accounts |
| SEC registration | Investment adviser representative in LA, NY, TX · CRD 7196096 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | lifegoalinvestments.com |
How Maxwell's firm compares
- LifeGoal Investments's average account is about $578,000, from its Form ADV (assets managed divided by 965 accounts).
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Questions about Maxwell
Is Maxwell Hulbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and LifeGoal Investments 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's firm, LifeGoal Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Maxwell Hulbert based?
Maxwell Hulbert is based in Saratoga Springs, New York.
What does Maxwell specialize in?
Maxwell's specialties include retirement planning and tax planning.
Is Maxwell Hulbert registered with the SEC?
Yes. Maxwell Hulbert is registered as an investment adviser representative in LA, NY and TX (CRD 7196096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LifeGoal Investments manage?
LifeGoal Investments reports $558M across 965 accounts in assets under management.
How do I contact Maxwell Hulbert?
Through Maxwell's website, lifegoalinvestments.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
- LifeGoal Investments 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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