Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
New
Maxwell Stephen Schalm
Financial advisor at DEW Wealth Management
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260
How the firm is paid ?Percent of assets, Flat fee, Other
States licensed ?1 state
Services through DEW Wealth Management
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowDEW Wealth ManagementCurrent firm
Questions to ask Maxwell
Tailored to Maxwell’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Maxwell
How do I contact Maxwell?
Call DEW Wealth Management at 480-614-9119 and ask for Maxwell Stephen Schalm. Maxwell works from the Scottsdale, AZ office.
How long has Maxwell been a financial advisor?
Maxwell is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Maxwell hold?
Series 65. 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?
DEW Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Maxwell for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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