Maxwell Elsasser
Advisor at Glassman Wealth Services, LLC
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.
Advisor at Glassman Wealth Services, LLC
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.
Location
Washington, DC
Credentials
CFP®
Industry experience
< 1 year
Maxwell Elsasser is a CFP® at Glassman Wealth Services, LLC with one year of industry experience. Prior to joining Glassman Wealth Services, he worked at Beyond Your Hammock, Baystate Financial, and Ameriprise. He has a background that includes several years in education before entering the financial sector. Glassman Wealth Services serves individual and high-net-worth clients, pension and profit-sharing plans, and charitable organizations with discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a range of investment vehicles and incorporates private investment funds, cash management, and planning tools to align portfolios with client objectives.
Based on Glassman Wealth Services, LLC
Based on Glassman Wealth Services, LLC
Financial planning and consulting fees generally range between $500 and $10,000 on a fixed-fee basis.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $25,000,000: 0.25% $25,000,001+: Negotiable
Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee for investment advisory services, which can be waived, reduced, or increased Fee-only: Fee-only basis for investment advisory services.
Washington, DC
District of Columbia · Maryland · Virginia
Glassman Wealth Services, LLC
2025 - Present (1 year)
Beyond Your Hammock
2023 - 2025 (2 years)
Baystate Financial
2022 - 2022 (1 year)
Ameriprise
2021 - 2021 (1 year)
Bates College
2019 - 2023 (4 years)
Bow High School
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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