Maximum Advisory

Overview

Maximum Advisory is a small, independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm combines accounting expertise with advisory services—its stated activities include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, selection of other advisers, and educational seminars. Although the ADV lists pension consulting among offered services, the firm is not designated as a pension consultant in its snapshot. Maximum Advisory uses a fee mix that includes a percentage of AUM, hourly charges and fixed fees, indicating flexibility in how it charges for planning and ongoing portfolio work. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser; it appears structured to serve a concentrated, regional client base rather than a national footprint. As a capital allocator, the firm directs client capital into external managers and funds when appropriate, with a preference for nontraditional asset classifications as reflected in its asset breakdown.

Assets & Accounts

Investments & Alternatives

Location & Offices