Patrick Scholz
Maxg2 · Deerfield, Illinois
Patrick Scholz is a fee-only financial advisor at Maxg2 in Deerfield, Illinois. Patrick charges an ongoing planning fee (ongoing planning from $149 a year).
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Facts
| Firm | Maxg2 |
|---|---|
| Based in | Deerfield, Illinois |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $149 a year |
| Assets under management | $9.2M across 16 accounts |
| SEC registration | Investment adviser representative in CA, IL · CRD 2196621 |
| Exams passed | Series 63 (1992) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | maxg2.com |
How Patrick's firm compares
- Ongoing planning starts at $149 a year, below the Illinois median of $5,000 for fee-only firms that publish prices.
- Maxg2's average account is about $575,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about Patrick
Is Patrick Scholz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Maxg2 reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick charges an ongoing planning fee.
How much does Patrick charge?
According to Maxg2's website, checked October 30, 2026: ongoing planning from $149 a year.
Where is Patrick Scholz based?
Patrick Scholz is based in Deerfield, Illinois.
Is Patrick Scholz registered with the SEC?
Yes. Patrick Scholz is registered as an investment adviser representative in CA and IL (CRD 2196621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Maxg2 manage?
Maxg2 reports $9.2M across 16 accounts in assets under management.
How do I contact Patrick Scholz?
Through Patrick's website, maxg2.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
- Maxg2 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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