Maia Wealth logo

Maia Wealth

Updated today

Total assets under management

$973,037,361

Total clients

2,127

11% high-net worth

Total advisors

42

of 43 employees

Firm size

Multi Team

Average clients per advisor

51

Average account size

$457,469

About

Maia Wealth provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and businesses, offering both discretionary and non‑discretionary portfolio management as well as retirement plan advisory and participant education services. The firm also delivers financial planning as a separate engagement and coordinates estate‑planning and tax services by referring clients to unaffiliated specialists.

The firm generally allocates client assets among mutual funds, ETFs, and individual equity and fixed‑income securities, employing fundamental, technical, and cyclical analysis with a predominantly long‑term orientation, periodic rebalancing, and at least quarterly portfolio reviews. Maia Wealth may implement portfolios through independent managers and investment platforms, and retains oversight responsibility for those managers and platform implementations.

Maia Wealth discloses the use of client testimonials in its advertising, a practice that is uncommon among comparable multi‑team advisors. The brochure also emphasizes distinctive operational arrangements — licensed advisor‑view access to an estate‑planning platform, formal coordination agreements with third‑party tax and estate specialists, the use of automated investment platforms (e.g., Betterment Institutional), third‑party held‑away account processing (e.g., Pontera), and administrative services from Orion — which together shape how planning, implementation and reporting are delivered.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

Fee options

Fixed

Estate Planning Coordination Service Fees range from $500 to $2,500, negotiable; Tax Coordination Service Fees range from $120 to $2,500, negotiable.

Percentage

$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)

Project-based

Financial Planning hourly rate if terminated early: $250/hour.

Other

Fee-only: Financial Planning fees are fixed fees ranging from $1,000 to $25,000, negotiable based on complexity and agreed deliverables.

Main office location

Maia Wealth

1331 17 Th Street, Suite 800

Denver CO 80202, United States

Number of offices

9

Most active in

Alabama · Arizona · Arkansas · California · Colorado · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

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David O

ChFC®, Series 63, Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Alan G

Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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William F

Series 63, Series 65

Colorado Springs, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Ethan O

Series 66

Oakbrook Terrace, IL

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Kurt G

Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christian L

Series 65

Park Ridge, IL

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Alex M

Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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John H

Series 63, Series 65

Dallas, TX

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Joshua H

Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Dionne B

Series 66

Indianapolis, IN

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jaskaran S

Series 66

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Judith K

Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Lane S

Series 66

Indianapolis, IN

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Leslie M

Series 63, Series 65

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jonathan J

Series 66

Denver, CO

Maia Wealth

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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