Fee-only adviser · Salt Lake City, UT
Maximus Wealth Advisors
Maximus Wealth Advisors is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Salt Lake City, Utah. On its latest Form ADV, filed March 17, 2026, it reports $8.0M in regulatory assets under management, 12 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Utah |
|---|---|
| Firm CRD number | 299455 |
| Office | 517 South 200 West Garden Level Suite 10 Salt Lake City, UT 84101 |
| Phone | (801) 870-7510 |
| Website | www.maxadvisors.com |
| Regulatory assets under management | $8.0M |
| Individual clients | 5 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Salt Lake City
- Truenorth Wealth $1.3B
- Dentist Advisors $504M
- Albion Financial Group $2.0B
- Three Seasons Wealth $1.2B
- Tingey Advisors Inc $478M
- Burrus $241M
See all 33 fee-only advisers in Salt Lake City →
Nearby
- Holladay 3 firms
- Millcreek 1 firm
- Cottonwood Heights 5 firms
- Midvale 1 firm
- West Valley 1 firm
- Sandy 7 firms
- West Jordan 1 firm
- South Jordan 5 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Maximus Wealth Advisors? Update this listing.