Firm
Maxg2
Deerfield, Illinois
Fee-only
Maxg2 at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 16 individual clients.
- Its average account is about $575,000 (assets it manages divided by its 16 accounts).
- Its ongoing planning fee starts at $149 a year, below the Illinois median of $5,000.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Deerfield, Illinois |
|---|---|
| Website | maxg2.com |
| Phone | (925) 705-5170 |
Maxg2 fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $149 a year |
|---|---|
| How it charges | Ongoing planning fee |
In the firm's words
"$149 a year, or $19 a month" source
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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $9 million |
| Individual clients | 16 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 291053 |