Maxwell Wallace
Dover Advisors · Richmond, Virginia
Maxwell Wallace is a fee-only financial advisor at Dover Advisors in Richmond, Virginia. Dover Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Dover Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $375.7M across 355 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7630472 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | doveradvisors.com |
How Maxwell's firm compares
- Dover Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Maxwell
Is Maxwell Wallace a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maxwell holds no broker registration, and Dover Advisors 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, Dover Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Maxwell Wallace based?
Maxwell Wallace is based in Richmond, Virginia.
Is Maxwell Wallace registered with the SEC?
Yes. Maxwell Wallace is registered as an investment adviser representative in VA (CRD 7630472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dover Advisors manage?
Dover Advisors reports $375.7M across 355 accounts in assets under management.
How do I contact Maxwell Wallace?
Through Maxwell's website, doveradvisors.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
- 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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