MH
CFP
MH
CFP

Maxwell Hacker

15 Years of Experience
Greenwood Village, CO

Maxwell Hacker is a CFP-designated registered investment advisor at Pure Financial Advisors, LLC, based in Greenwood Village, CO, with 15 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 7,509 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
89 advisors
Number of Clients
7,509 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$11.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $350K1.60%
$350K - $500K1.25%
$500K - $750K1.00%
$750K - $1.0M0.90%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.80%
$3.0M - $4.0M0.75%
$4.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees for relationships exceeding $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

MH
Maxwell Hacker

Location

7000 E. Belleview Ave., Suite 301, Greenwood Village, CO, 80111

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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.

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Employment History
Current Registrations
Pure Financial Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Tmf InvestmentsBroker
November 2020 - July 2022 · 1 yr 8 mos
Motley Fool Wealth Management, LLC
October 2014 - July 2022 · 7 yrs 9 mos
T. Rowe Price Advisory Services, INC.
June 2012 - October 2014 · 2 yrs 4 mos
T. Rowe Price Investment Services, INC.Broker
May 2011 - October 2014 · 3 yrs 5 mos
Edward Jones
August 2010 - January 2011 · 5 mos
Edward JonesBroker
July 2010 - January 2011 · 6 mos
State Registrations3 states
CACOTX
Advisor

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
No exam information available for this advisor.
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Maxwell Hacker