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Advisors / Utah / Tooele
6yrs

Max Daybell

Financial advisor at Strategic Advisers

Max Daybell is a fiduciary financial advisor in Tooele, Utah, with 6 years in the industry. Max joined Strategic Advisers in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 10 advisors with offices in Tooele, and one of 10 fiduciaries.

Tooele, UTFiduciary advisor

At a glance

Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeTooele, UT
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.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2026 – now

Contact Max

(617) 563-7000Firm headquarters in Boston, MA. Ask for Max. Tooele, UTOffice · Get directions

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Questions to ask Max

Tailored to Max’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Max

How do I contact Max?

Call Strategic Advisers at (617) 563-7000 and ask for Max Daybell. Max works from the Tooele, UT office.

How long has Max been a financial advisor?

Max has been in the industry since 2020, about 6 years. 6 years in the industry.

What licenses does Max hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Max a fiduciary?

Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Max paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Max 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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