Thomas Staley is a CFP-designated registered investment advisor at Maia Wealth, based in Indianapolis, IN, with 20 years of industry experience. Thomas 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
9365 Counselors Row, Suite 215, Indianapolis, IN, 46240
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 →Employment History
Current Registrations
Maia Wealth
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., 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
More Advisors
- Dale SelfMaia Wealth
- Collin KellyMaia Wealth
- Adam Cash, CFPSym Financial Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Kyle Riddle, CFPInvst, LLC
- Andrew Fairman, CFA, CFPCerity Partners LLC