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VERIFIED
Denver, CO 80202
720-782-0005
About Maia Wealth
Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Look your advisors up on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are pure Investment Advisers.
Why Independent Matters
You should be able to trust your advisors without wondering whether they are looking out for their/their firm's best interest or yours. As an independent RIA, Maia Wealth:
Is a fiduciary 100% of the time when giving investment advice
Has a fee structure that is simple and transparent
Fees range from 0.20% to 1.20% annually
Does not have proprietary funds
Comprehensive Planning
Your team through Maia Wealth's network consists of CERTIFIED FINANCIAL PLANNERS", CPAs, portfolio managers, and attorneys to offer you the highest level of expertise to support your complex needs. We understand that each client's situation is unique and provide a customized plan that incorporates all aspects of your financial picture.
Exemplary Service
We see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal.
Our team genuinely cares. We take the time to get to know you and your family.
We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.
Get in touch
Wouldn't you rather have completely unbiased and conflict-free advice when planning for you and your family's future?
Book an appointment.
See Disclosures
General Information
Firm Start Year
2014
Firm CRD#
292817
States Licensed in
CO, ME & PA
Years of Experience in Financial Services
4
Number of Years with Current Firm
4
Work Experience
Financial Planner
Maia Wealth | 4 Years
At Maia Wealth, I work directly with individuals and families to help them make confident financial decisions through personalized, strategic planning. Over the past four years, I've guided clients through major life milestones- funding college educations, purchasing primary and vacation homes, and transitioning smoothly into retirement.
I specialize in risk mitigation and holistic financial planning, helping clients stay protected and on track even through uncertain economic conditions. As a licensed fiduciary adviser with a Series 65, my guidance is always client-first and strategy-driven. I'm currently advancing my expertise by pursuing the Chartered Financial Consultant® (ChFC®) designation.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Risk Management
Services
Investment Types
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Variable Life, Variable Annuity, Life, Annuity
Firm Information
Advisor's Number of Clients
42
Advisor's Number of Managed Clients
42
Advisor's Number of Planning Clients
15
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$150,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1%
Minimum Fee Charged for Managed Accounts
1.2% under $500k
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893088/retirementplanning-Maia-Wealth-detailed-disclosure.html