Constance Maples
Constance Maples is a CFP, ChFC-designated registered investment advisor at Lanyon Advisory Services, based in Del Mar, CA, with 25 years of industry experience. Constance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 77 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 20% of capital appreciation.
Fee Estimator
Location
3790 Via De La Valle, Suites 305E & 306E, Del Mar, CA, 92014
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Constance is an independent licensed insurance agent.
Employment History
Current Registrations
Lanyon Advisory Services
Previous Registrations
Daniel Wealth Advisors
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
State Registrations1 state
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.