Union Capital
46yrs
Top advisor by experience at Union Capital
11yrs
William Maxwell
Financial advisor at Strategic Advisers
William Maxwell has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Tucson, Arizona. William has been with Strategic Advisers since 2025; before that, William spent seven years at Fidelity Personal and Workplace Advisors and a year at Merrill. William holds the CFP® designation.
One of 824 advisors with offices in Tucson, and one of 770 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 63% of advisors at Strategic Advisers
OfficeTucson, AZ
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Mar 2017 – Jul 2018Strategic Advisers LLCPreviously
- Sep 2015 – Oct 2016MerrillPreviously
Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 William
How do I contact William?
Call Strategic Advisers at 617-563-7000 and ask for William Maxwell. William works from the Tucson, AZ office.
How long has William been a financial advisor?
William has been in the industry since 2015, about 11 years. More experience than 63% of advisors at Strategic Advisers.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask William 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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