Maxwell Kiely is a CFP-designated registered investment advisor at Red Oak Financial Group, based in Towson, MD, with 5 years of industry experience. Maxwell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,202 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Red Oak Financial charges a single, combined fee for investment management and financial planning, based on the value of your portfolio. This fee can be up to 1.50% annually, paid quarterly in advance. The exact fee depends on the complexity of services, the amount of assets managed, and the overall relationship. Fees are negotiable. If Red Oak Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
403 Allegheny Avenue, Towson, MD, 21204
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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.
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Maxwell is a notary public since 2019, spending minimal time on this activity. Maxwell also rents out a room in his home, dedicating minimal time to this investment-related activity.
Employment History
Current Registrations
Red Oak Financial Group
LPL Financial LLCBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Osaic Fa, INC.
Osaic Fa, INC.Broker
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.