Reginald Maxfield
Olympus Peaks Financial · Sandy, Utah
Reginald Maxfield is a fee-only financial advisor at Olympus Peaks Financial in Sandy, Utah, who holds the CFP credential. Reginald focuses on retirement planning, estate & legacy planning and small business owners. Olympus Peaks Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Olympus Peaks Financial |
|---|---|
| Based in | Sandy, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $141.4M across 388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 5308823 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.olympuspeaks.com |
How Reginald's firm compares
- Olympus Peaks Financial's average account is about $365,000, from its Form ADV (assets managed divided by 388 accounts).
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Questions about Reginald
Is Reginald Maxfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Reginald holds no broker registration, and Olympus Peaks Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Reginald charge for financial advice?
Reginald's firm, Olympus Peaks Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Reginald Maxfield based?
Reginald Maxfield is based in Sandy, Utah.
What does Reginald specialize in?
Reginald's specialties include retirement planning, estate & legacy planning and small business owners.
What credentials does Reginald Maxfield hold?
Reginald Maxfield holds the CFP credential.
Is Reginald Maxfield registered with the SEC?
Yes. Reginald Maxfield is registered as an investment adviser representative in UT (CRD 5308823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Olympus Peaks Financial manage?
Olympus Peaks Financial reports $141.4M across 388 accounts in assets under management.
How do I contact Reginald Maxfield?
Through Reginald's website, www.olympuspeaks.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
- Olympus Peaks Financial 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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