Reginald Maxfield is a CFP-designated registered investment advisor at Olympus Peaks Financial, LLC, based in Sandy, UT, with 18 years of industry experience. Reginald 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 163 clients with $140M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
All ongoing Portfolio Management clients will receive a financial plan at no additional fee. Fees are negotiable.
Fee Estimator
Location
9035 S 1300 E Ste 120, Sandy, UT, 84094
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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 Activities
Reginald assists individuals with the organization and management of defined contribution and defined benefit plans.
Employment History
Current Registrations
Olympus Peaks Financial, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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