Maxele Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$199,170,678
Clients
234
31% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
234
Very HighAverage account size
$851,157
About
Maxele Advisors provides financial planning and wealth management to a range of clients including individual investors (both high-net-worth and non-HNW), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. Services include comprehensive and modular financial planning and discretionary or non-discretionary portfolio management.
The firm implements proprietary model portfolios and allocates across equities, ETFs, mutual funds, individual debt, and options, drawing on both fundamental and technical analysis to shape recommendations. Accounts are monitored on an ongoing basis with formal reviews at least quarterly and portfolio construction is intended to reflect each client’s stated risk tolerance and time horizon.
Notably, Maxele manages roughly $201.6 million in discretionary assets while serving an unusually large client base per advisor—over 200 clients per advisor—which it supports through model-based strategies and custodial technology. The firm also relies on third-party platform services (including software and trading support) from its recommended custodian and does not vote client proxies, instead directing proxy materials to clients for their action.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Options & derivatives strategies
Fee options
Fixed fees for financial planning services generally range from $2,000 to $10,000 depending on complexity
$0 - $0 (not explicitly stated): 0.50% to 1.50% annually for wealth management services based on assets under management and service type $0 - $0 (not explicitly stated): 0.25% to 0.75% annually for account oversight services on assets managed by other firms
Hourly rates generally $150 to $250 per hour depending on adviser experience
Ongoing financial planning services may be charged an annual retainer fee of $500 to $2,500, prorated and charged quarterly
Fee-only: Hourly rates range from $150 to $250 depending on adviser representative experience; fixed fees for financial planning generally range from $2,000 to $10,000; ongoing financial planning retainer fees range from $500 to $2,500 annually prorated quarterly
Main office location
Maxele Advisors, LLC
20 Allen Avenue, Suite 330
Webster Groves MO 63119, United States
Number of offices
1
Most active in
Maxele Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Louisiana · Missouri · New Hampshire
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.
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