Sabin Investment Management
44yrs
Top advisor by experience in Lehi
21yrs
Gregory Maxwell
Full name on record: Gregory Beesley Maxwell
Financial advisor at Amicus Financial Advisors
Based in Lehi, Utah, Gregory Maxwell is a fiduciary financial advisor with 21 years of industry experience. Gregory has been with Amicus Financial Advisors since 2010. Gregory holds the CFP® designation.
One of 247 advisors with offices in Lehi, and one of 235 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 15% by experience in Lehi
Office2975 W Executive Parkway Suite 112, Lehi, UT 84048
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$661,267
Advisors at the firm19
States licensed ?1 state
Services through Amicus Financial Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2010 – nowAmicus Financial Advisors, LLCCurrent firm
Contact Gregory
(806) 698-1122Firm headquarters in Lubbock, TX. Ask for Gregory. 2975 W Executive Parkway Suite 112Lehi, UT 84048Office · Get directions Facebook pageAmicus Financial Advisors
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Questions to ask Gregory
Tailored to Gregory’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Gregory
How do I contact Gregory?
Call Amicus Financial Advisors at (806) 698-1122 and ask for Gregory Maxwell. Gregory works from the Lehi, UT office.
How long has Gregory been a financial advisor?
Gregory has been in the industry since 2005, about 21 years. Top 15% by experience in Lehi.
What licenses does Gregory hold?
Series 65. Tap any license on this page to see what it allows.
Is Gregory a fiduciary?
Gregory is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gregory paid?
Amicus Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Gregory for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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