David Owens is a ChFC-designated registered investment advisor at Maia Wealth, based in Denver, CO, with 11 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. 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% |
The maximum annual advisory fee for accounts paying a percentage of assets under management is 1.50%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon by us and you as the client.
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
David is insurance licensed and provides life, variable, accidental, and health products. This non-investment related activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Maia Wealth
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
First American National Investment Advisors, LLC
State Registrations2 states
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.