PlannerFees

Maxim Capital Advisors, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated March 20, 2026, Maxim Capital Advisors, Inc. charges $300 an hour and a flat or project fee of $2,500⁠-⁠$20,000 for financial planning.

Published fees

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

Hourly rate
$300/hr
“Ongoing Planning Services or Special Project Fees may be charged on an hourly basis, at a negotiable fee of $300 per-hour, depending on the nature and complexity of each client’s circumstances.”
Flat or project fee
$2,500⁠-⁠$20,000
“Fees for Financial Planning Services may be charged as a fixed fee, typically ranging from $2,500 - $20,000, depending on the nature and complexity of each client’s circumstances.”

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

How Maxim Capital Advisors, Inc. bills

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

  • “Fees will be charged quarterly, in advance, based on the value of assets on the last day of the previous calendar quarter.”
  • “The initial Account fee is due at the beginning of the quarter following execution of the client agreement and includes a prorated fee for the initial quarter in addition to the standard quarterly fee for the upcoming quarter.”
  • “With respect to accounts held at SEI, MCA shall charge the following negotiable fees for managing the client’s accounts.”

How Maxim Capital Advisors, Inc.’s fees compare

  • Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
  • 9 of the 30 other planners in Irvine that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$20,000 spans the California median of $5,000. 84% of the 796 other California planners that publish a flat or project fee charge less.
  • 14 of the 19 other planners in Irvine that publish a flat or project fee charge less.

About Maxim Capital Advisors, Inc.

“Maxim Capital Advisors, Inc. (“MCA”) is a State Registered Investment Adviser with the California Department of Corporations who offers financial planning and investment advisory services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

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
2.5% a year
Clients
122
Employees
2
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$58,520,187
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
130161
Website
maximcapitaladvisors.com (opens in new tab)
Phone
(949) 752-0993

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