Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Retirement Planning |
$100 - $200
Call to Book
|
Investment Strategy |
$150 - $250
Call to Book
|
|
Estate Planning |
$200 - $300
Call to Book
|
|
Wealth Management | Portfolio Management |
$200 - $400
Call to Book
|
401k Rollover |
$100 - $150
Call to Book
|
|
Risk Assessment |
$150 - $250
Call to Book
|
|
Retirement Services | Retirement Account Setup |
$50 - $100
Call to Book
|
Social Security Optimization |
$100 - $150
Call to Book
|
|
Income Strategy Planning |
$150 - $250
Call to Book
|
|
Consultation Services | Initial Consultation |
$50 - $100
Call to Book
|
Follow-up Consultation |
$75 - $150
Call to Book
|
|
Detailed Financial Review |
$100 - $200
Call to Book
|
Maia Wealth, a boutique non-bank Registered Investment Advisor, is committed to exceptional client service, sophisticated financial planning, and a conflict-free investment philosophy. We're proud to be among the select few advisors who are not associated with any broker-dealer. We are wholly self-directed and objective when giving advice. Check your advisors on brokercheck.finra.org to see if they are presently associated with a broker-dealer or if they are pure Investment Advisers. Maia Wealth employs CERTIFIED FINANCIAL PLANNERS(tm), portfolio managers, CPAs, and lawyers to provide the critical support you need. Our team brings extensive expertise to deliver a tailored solution for your complex needs.
Maia Wealth review summaries: The financial advisory receives stellar reviews with customers delighted by the exceptional service they receive. Many customers are thankful for the financial plan that shrinks the monetary doubts. Consumer claims that the financial advisors at the firm are competent and willing to interact. Most of them confirm that the customer support team at the company is supportive, and the reviewers agree that they will recommend the company. Input from clients indicates that the financial planning firm is dependable, with the staff members going above and beyond for the clients. The assurance that one is depending on professionals for wealth management gives peace of mind and, therefore, a majority of them strongly recommend it. The results of an independent review indicate that the rated was a five out of five because it had the best customer service and planning financial future. Many clients would equally invest and urge others to consider the company first before they think about any other financial advisor because they know the productivity of the company. Social reports indicate that the company had gained trust in the country. This is one of the reasons Darcy Borella has several investments with them. “If I don't go for the best then why do I go for the rest,” says Borella. Most clients are sure that the company will assist them in all their financial problems.
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