Maaxiom Capital LLC fees and pricing

Financial planner in Fullerton, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 10, 2026, Maaxiom Capital LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “AND CONSULTING Maaxiom charges an hourly fee of $200 per hour for financial planning.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
None of the 3 other planners in Fullerton that publish an hourly rate charge less.

Principal: Parth Bhatt
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 12
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $4,700,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314871
Phone: (714) 489-7002

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.