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CFP
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CFP

Terry Anderson

Maia Wealth
32 Years of Experience
Denver, CO
9 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Terry Anderson is a CFP-designated registered investment advisor at Maia Wealth, based in Denver, CO, with 32 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 2,148 clients with $970M in assets under management.

Maia Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
2,148 clients
Average Client Portfolio
$453K average
Assets Under Management
$973.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual advisory fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity. Total blended fee with independent managers will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7887 E Belleview Avenue, Suite 1100, Denver, CO, 80111

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History

Regulatory History (9)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Employment Separation After Allegations
February 2020
Customer Dispute
September 2010
Settled
Customer Dispute
August 2010
Withdrawn
Customer Dispute
July 2010
Settled
Customer Dispute
April 2010
Settled
Employment Separation After Allegations
February 2010
Customer Dispute
April 2009
Withdrawn
Criminal
October 1980
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry is a co-trustee for the Geraldine Anderson Revocable Trust, a board member for IT is Written, and a committee member for Campion Academy. Terry is also the President of Integrated Financial Architects, LLC, selling insurance, and a partner/president at Mountain State Tax Prep.

Employment History
Current Registrations
Maia Wealth
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Capital Asset Management, LLC
June 2017 - April 2020 · 2 yrs 10 mos
First Allied Advisory Services, INC.
September 2013 - April 2020 · 6 yrs 7 mos
First Allied Securities, INC.Broker
August 2013 - March 2020 · 6 yrs 7 mos
First Allied Advisory Services, INC.
August 2013 - September 2013 · 1 mo
International Assets Investment Management, LLC
October 2011 - March 2015 · 3 yrs 5 mos
International Assets Advisory, LLCBroker
September 2011 - September 2013 · 2 yrs
International Assets Investment Management, LLC
September 2011 - September 2011 · 0 mos
J.W. Cole Financial, INC.Broker
August 2011 - September 2011 · 1 mo
Capwest Securities, INC.
August 2010 - August 2011 · 1 yr
Capwest Securities, INC.Broker
August 2010 - August 2011 · 1 yr
Qa3 Financial CORP.Broker
March 2010 - June 2010 · 3 mos
Qa3 Financial LLC
March 2010 - June 2010 · 3 mos
Securities America Advisors, INC.
March 2007 - March 2010 · 3 yrs
Securities America, INC.Broker
March 2007 - March 2010 · 3 yrs
Qa3 Financial CORP.Broker
August 2002 - April 2007 · 4 yrs 8 mos
Qa3 Financial LLC
August 2002 - April 2007 · 4 yrs 8 mos
Lincoln Financial Advisors Corporation
August 1999 - August 2002 · 3 yrs
Lincoln Financial Advisors CorporationBroker
May 1999 - August 2002 · 3 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
May 1999 - August 2002 · 3 yrs 3 mos
Linsco/private Ledger CORP.Broker
July 1995 - July 1999 · 4 yrs
Royal Alliance Associates, INC.Broker
February 1994 - June 1995 · 1 yr 4 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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