Elizabeth Windisch is a CFP-designated registered investment advisor at Maia Wealth, based in Denver, CO, with 22 years of industry experience. Elizabeth 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.
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% |
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
Location
1331 17th Street, Suite 800, Denver, CO, 80202
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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
Elizabeth operates Aspen Wealth Management as a DBA for her LPL business and provides investment advisory services through GPS Wealth Strategies Group, LLC, dedicating about a quarter of her time to the latter. She also engages in non-variable insurance through BGA Insurance for minimal time and Wintos & Associates for tax/investment purposes, dedicating nearly full-time hours.
Employment History
Current Registrations
Maia Wealth
Previous Registrations
LPL Financial LLCBroker
Gps Wealth Strategies Group, LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
United Capital Financial Advisers
Wedbush Securities INC.
Wedbush Securities INC.Broker
Npb Financial Group, LLC
Npb Financial Group, LLCBroker
World Equity Group, INC.Broker
World Equity Group, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.
Exams
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