Advisor at Maximus Wealth Advisors
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Firm
Maximus Wealth Advisors
Location
North Salt Lake, UT 84054
Credentials
Series 65
Industry experience
7 years
Matthew Neve is a financial advisor at Maximus Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Maximus Wealth Advisors since 2019, following a year at Strategic Planning Group. Outside of advising, he is the president and owner of Body Fit Wellness LLC, a non-investment-related business he has operated since 1991. Maximus Wealth Advisors is a single-advisor independent firm that provides portfolio management and financial planning to individuals, trusts, IRAs, 401(k) plans, and small businesses. The firm primarily uses passive investment strategies with index funds and ETFs, supplemented by various analytical methods, and offers an ongoing subscription-style planning service with regular reviews and implementation support.
Based on Maximus Wealth Advisors
Based on Maximus Wealth Advisors
Financial planning fixed fee between $500 and $1,500
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.55% $10,000,000+: Negotiable
$150 per hour for financial planning
Ongoing comprehensive financial planning fee $299/month or $3,588 annually
Fee-only: Financial planning fixed fee ranges from $500 to $1,500 (negotiable); ongoing comprehensive financial planning fee $299/month or $3,588 annually; hourly financial planning fee $150/hour
1010 North 500 East Suite 110 B
North Salt Lake, UT 84054
Utah
Maximus Wealth Advisors, LLC
2019 - Present (7 years)
Strategic Planning Group
2018 - 2019 (1 year)
Body Fit Wellness LLC
1991 - Present (35 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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