Maia Wealth Revenue and Competitors

Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients.\n\nRIA vs. Broker/Dually-Registered\nMaia 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.\n\nWhy Independent Matters \nYou 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: \n-Is a fiduciary 100% of the time when giving investment advice \n-Has a fee structure that is simple and transparent \n-Fees range from 0.20% to 1.20% annually \n-Does not have proprietary funds\n\nComprehensive Planning \nYour 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. \n\nExemplary Service \nWe see our clients as partners, and as partners, they receive a relationship that is responsive, attentive, and personal. \n-Our team genuinely cares. We take the time to get to know you and your family. \n-We encourage all of our clients to schedule a meeting for plan review semi-annually and reach out whenever there is a question.\n\nTo learn more about how Maia Wealth can play a vital role in your path to financial security, please contact our office at (720) 644-8803 or [email protected]