Maxwell Financial Group, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $300 and $500.”

Flat or project fee

$2,500⁠-⁠$25,000

“Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $2,500 and $25,000.”

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

How Maxwell Financial Group, Inc bills

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

• “Clients may terminate the contract without penalty, for full refund, within five business days of signing the contract.”
• “Solicitor fees are collected quarterly in advance and fees are prorated through the date of termination and any remaining balance is charged or refunded to the client, as appropriate.”
• “Fees are paid in advance, but never more than six months in advance.”

How Maxwell Financial Group, Inc’s fees compare

• Its hourly rate of $300-$500 is above the Oregon median of $250. 86% of the 123 other Oregon planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$25,000 spans the Oregon median of $4,000. 91% of the 92 other Oregon planners that publish a flat or project fee charge less.

About Maxwell Financial Group, Inc

• Firm size: 3 employees.
• Registered as an adviser: 2013 (13 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% a year

Clients

25

Employees

3

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, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$8,800,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167863

Website

maxwellfinancialgroup.com (opens in new tab)

Phone

(971) 264-3066

Can advise clients in 2 states: California, Oregon

Other planners in Sherwood that publish fees

• Trillium Valley Financial PlanningSherwood$200/hr
• 2260 WestBend$450/hr, $3,000
• 5 Star InvestingMilton-freewater$250/qtr
• Aegis Financial AdvisoryLake Oswego$250/hr, $500
• Aerodigm Wealth LLCLake Oswego$225⁠-⁠$355/hr
• Aim AdvisorsBeaverton$250/hr, $500⁠-⁠$1,000

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