Maxwell Kiely is a CFP-designated registered investment advisor at Red Oak Financial Group, based in Towson, MD, with 6 years of industry experience. Maxwell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fee covers both investment management and financial planning, ranging up to 1.50% annually based on asset size, complexity, and relationship scope. Fees are negotiable.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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.
Exams
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