Maximum Advisory
15yrs
More experience than 55% of advisors in Huntersville
Maximum Advisory
Location not listed. Legal name: Maximum Advisory Inc.
About the firm
A registered investment advisory firm. It manages about $2.68 million for roughly 14 individual clients. Services include financial planning, investment management for individuals and small businesses, investment management for businesses and institutions.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$191,516
Assets under management ?$2.68 million
Individual clients14
Median years of experience15
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Advisors at Maximum Advisory
1Advisors
15Median years of experience
1States with offices
–Offices
Also known as
Maximum Advisory LLC · Maximum Advisory Inc.
About Maximum Advisory
How do I contact Maximum Advisory?
Call the main office at 7042663738. The main office is at , .
How is Maximum Advisory paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Maximum Advisory offer?
Financial planning, Investment management for individuals and small businesses, Investment management for businesses and institutions, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Maximum Advisory?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.