Maxele Advisors

Maxele Advisors at a glance

• One of 136 fee-only firms based in Missouri in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 4 employees and 234 individual clients, 73 of them high net worth.
• Its average account is about $323,000 (assets it manages divided by its 624 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Maxele Advisors fees

Maxele Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Ryan Bowman

  CFP

• Stephen Erken

  CFP