Maierhofer Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Maierhofer Wealth provides wealth management, comprehensive financial planning, and financial consulting to individuals, high‑net‑worth clients, and owners of closely‑held businesses. The firm also offers business exit planning and may advise on employer‑sponsored retirement plans, trusts, estates and IRAs, and as of the brochure date reports no client assets under management.
The firm states it constructs customized portfolios using modern portfolio theory, primarily allocating among mutual funds, exchange‑traded funds and individual debt securities while offering access to alternative investments for qualified clients. Services are delivered largely on a non‑discretionary basis with ongoing monitoring and periodic reviews, and financial planning or consulting engagements can be provided on hourly or fixed‑fee terms.
Notable distinctions include the availability of hourly billing for planning and consulting—an uncommon practice among investment‑manager advisers—and a specific practice focus on business exit planning with implementation coordination among other professional advisors. The firm is newly established in 2024, reports no assets under management, and discloses that the principal’s prior registration was revoked in 2021 for failure to renew.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Stock option exercise strategy
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
Financial planning and consulting fixed fees generally range from $2,500 to $25,000
$0 - $749,999: Minimum charge (implies fee but exact percentage not specified) $750,000 - $1,499,999: 1.20% annually $1,500,000 - $2,499,999: 0.85% annually $2,500,000 - $5,000,000: 0.65% annually $5,000,000+: 0.35% annually
Financial planning and consulting services at $350/hour
Account minimum: $250,000 Minimum fee: $7,500 minimum annual wealth management fee Fee-only: Financial planning and consulting fees negotiable, generally $2,500 to $25,000 fixed fee; $350 hourly rate
Main office location
Maierhofer Wealth
9175 Quarter Horse Lane
Stagecoach NV 89429, United States
Number of offices
1
Most active in
Maierhofer Wealth has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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