Gregory Beesley Maxwell

CFP

15 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Amicus Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

20 advisors

Number of Clients

696 clients

Average Client Portfolio

$734K average

Assets Under Management

$511.2M

Fee Structure

Location

1371 N 1075 W, Suite #1, Farmington, UT, 84025

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Gregory is a partner in two law firms: Tombs Maxwell, LLP (established in 2009, focusing on estate planning, tax planning, etc., taking less than a quarter of his time) and Maxwell Law Group LLP (established in 2018, focusing on personal injury lawsuits, taking about 10% of his time). These activities are not investment-related.