Maplewood Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,535,349
Total clients
8
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$441,919
About
Maplewood Wealth LLC is a fee-only, single-advisor firm that provides financial planning and related services to individual and high-net-worth clients. The firm offers ongoing and project-based financial planning, assists with implementation through third‑party investment managers, and provides tax preparation services to its clients.
The adviser’s process is collaborative and largely non-discretionary: Maplewood obtains client approval before executing transactions, helps clients select allocation models and complete outside‑manager onboarding, and conducts ongoing monitoring and reviews of outside managers. Investment work draws on modern portfolio theory, fundamental analysis, use of mutual funds and ETFs (including passive and ESG options), and periodic portfolio reviews.
Maplewood is a recently registered, solo practice with a concentrated asset profile—reporting $0 in discretionary and $1,434,034 in non‑discretionary assets under management as of the firm’s filing—which is an atypical structure among peers. The owner holds CFP® and Enrolled Agent credentials and the firm’s inclusion of tax preparation alongside planning and outside‑manager coordination is a notable service mix relative to similar independent advisers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation services
Expertise
College savings (529s, UTMA, etc.)
Retirement income strategy
Cash flow / budgeting
Fee options
Project-based financial planning fixed fees from $995 to $5,000, negotiated per client
Account minimum: $6,000 minimum annual fee (may be waived at discretion) Minimum fee: $6,000 minimum annual fee for ongoing financial planning services, may be waived at discretion Fee-only: Ongoing financial planning charged as flat monthly fee based on complexity; minimum annual fee $6,000; Project-based financial planning fixed fees range from $995 to $5,000
Main office location
Maplewood Wealth
Arlington Heights IL, United States
Number of offices
1
Most active in
Maplewood Wealth has reported serving >5 clients in these states in the last 12 months.
Illinois
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
Quick links
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