Terry Anderson
Terry Anderson is a CFP-designated registered investment advisor at Maia Wealth, based in Denver, CO, with 31 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,148 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual advisory fee for accounts paying a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.
Fee Estimator
Location
1331 17th Street, Suite 800, Denver, CO, 80202
Get directionsHistory
Regulatory History (9)
Customer Dispute
March 2020Employment Separation After Allegations
February 2020Customer Dispute
September 2010Customer Dispute
August 2010Customer Dispute
July 2010Customer Dispute
April 2010Employment Separation After Allegations
February 2010Customer Dispute
April 2009Criminal
October 1980Other 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
Previous Registrations
Capital Asset Management, LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
International Assets Investment Management, LLC
J.W. Cole Financial, INC.Broker
Capwest Securities, INC.
Capwest Securities, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Linsco/private Ledger CORP.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 states
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.