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Advisors / California / El Dorado Hills
1yr

Maxwell Fields

Financial advisor at Wells Fargo Advisors

Maxwell Fields is a fiduciary financial advisor in El Dorado Hills, California, with 1 year in the industry. Maxwell joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 134 advisors with offices in El Dorado Hills, and one of 119 fiduciaries.

El Dorado Hills, CA 95762Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office4364 Town Center Blvd Suite 220, El Dorado Hills, CA 95762
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state

Services through Wells Fargo Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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 66Uniform Combined State Law Examination

Career

  1. Sep 2025 – now

Questions to ask Maxwell

Tailored to Maxwell’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Maxwell

How do I contact Maxwell?

Call Maxwell’s local office at (916) 939-1368 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Maxwell Fields.

How long has Maxwell been a financial advisor?

Maxwell has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Maxwell hold?

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

Is Maxwell a fiduciary?

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

How is Maxwell paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Maxwell 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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