Maia Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon termination, fees will be prorated to the date of termination and any unearned portion of the fee will be refunded to you based on an hourly rate of $250.00.”

Flat or project fee

$1,000⁠-⁠$25,000

“Financial Planning fees are fixed fees only and range from $1,000 to $25,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Maia Wealth bills

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

• “Investment advisory fees are paid monthly in arrears, at the end of each month, and are based on the market value of assets under management on the last day of the calendar month.”
• “The investment advisory fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “At our discretion, you may pay the advisory fees by check.”

How Maia Wealth’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 9 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Colorado median of $5,250. 86% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 32 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Maia Wealth

• Firm size: 43 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

2,127

Employees

43

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$973,037,361

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292817

Website

facebook.com/maiawealth (opens in new tab)

Phone

(720) 644-8803

Can advise clients in 41 states: Alabama, Arkansas, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Iowa, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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