Maxele Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate is generally $200 per hour, but ranges from $150 to $250 depending on the investment adviser representative Page 5 rendering the advice and the © MarketCounsel 2012 Maxele Advisors, LLC Disclosure Brochure complexity involved in providing financial planning services.”

Flat or project fee

$2,000⁠-⁠$4,000

“Based on an hourly rate of $200, the firm generally provides more basic comprehensive financial planning services for $2,000 to $4,000 and more involved comprehensive financial planning services for up to $10,000.”

Annual fee

$500⁠-⁠$2,500/yr

“For ongoing financial planning services, the firm may charge an annual retainer fee of $500 to $2,500, which is prorated and charged quarterly.”

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

How Maxele Advisors, LLC bills

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

• “Except for ongoing financial planning clients, Maxele generally requires one-half of the financial planning fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
• “Maxele annual wealth management fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Maxele on the last day of the previous quarter.”

How Maxele Advisors, LLC’s fees compare

• Its hourly rate of $200 is below the Missouri median of $250. 19% of the 88 other Missouri planners that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$4,000 spans the Missouri median of $3,550. 38% of the 77 other Missouri planners that publish a flat or project fee charge less.
• Its annual fee of $500-$2,500 is below the Missouri median of $6,000. 18% of the 45 other Missouri planners that publish an annual fee charge less.

About Maxele Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

234

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$201,565,331

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

165129

Website

maxeleadvisors.com (opens in new tab)

Phone

(314) 961-1850

Can advise clients in 4 states: Illinois, Louisiana, Missouri, New Hampshire

Other planners in Webster Groves that publish fees

• Bemiston Asset Management, LLCWebster Groves$3,000
• 25 FinancialSaint Louis$2,000⁠-⁠$5,000
• 360 IraSt. Charles$99⁠-⁠$10,000
• 80/20 Financial ServicesOzark$240/hr, $1,000⁠-⁠$7,000
• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Alpine Private WealthSaint Louis$333, $4,000/yr

Compare all 222 planners in Missouri