Ethan Ogden
Advisor at Maia Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Maia Wealth
Location
Oakbrook Terrace, IL 60181
Credentials
Series 66
Industry experience
6 years
Client services
Based on Maia Wealth
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Estate Planning Coordination Service Fees range from $500 to $2,500, negotiable; Tax Coordination Service Fees range from $120 to $2,500, negotiable.
$0+: Up to 1.50% annually, negotiable based on account size, complexity, and activity $0+: For Retirement Plan Advisory Services: 0.10% to 1.00% annually $0+: For Financial Institution Consulting Services: 0.50% to 0.85% annually (basis points)
Financial Planning hourly rate if terminated early: $250/hour.
Fee-only: Financial Planning fees are fixed fees ranging from $1,000 to $25,000, negotiable based on complexity and agreed deliverables.
Location
1 Mid Atlantic Plaza, Floor 3
Oakbrook Terrace, IL 60181
Most active in
Ethan O has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
Work history
Maia Wealth
2022 - Present (4 years)
Foreside Fund Services, LLC
2020 - 2022 (2 years)
Innovator Capital Management, LLC
2020 - 2022 (2 years)
Astor Investment Management, LLC
2019 - 2020 (1 year)
Northern Lights Distributors, Llc
2019 - 2020 (1 year)
Equinox
2017 - 2019 (2 years)
Cafe Casse Croute
2016 - 2017 (1 year)
University Of California, Los Angeles
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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