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  • College Funding Strategies
  • Estate Planning
  • Financial Planning
  • Retirement Income & Distribution
  • Risk Management
  • Tax Planning
  • Wealth Management

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Client Resources

FEE ONLY - Financial Planning and Wealth Management

Tel: (314) 961-1850

ARE YOU ASKING THE RIGHT QUESTIONS?

1.       Is my advisor a fee-only (only receives fees from clients) or fee-based (receives fees and commissions from companies – broker dealer, insurance company or bank - they represent)?

2.       Do I understand my advisor’s conflicts in providing advice in my best interest?

3.       Do I receive financial planning advice and not just investment advice, on an ongoing basis and not sporadically or when my advisor wants to sell me a product?

4.       Do I understand that my advisor should first and foremost act in my best interest and my working with them not be primarily based on a personal relationship?

5.       Would I accept conflicts of interest in other professional service providers such as my doctor, accountant or attorney and do I understand what these conflicts may be costing me?

Disclaimer

Maxele Advisors may only transact business with Missouri and Illinois residents or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements

Contact Info

Maxele Advisors, LLC is conveniently located in Webster Groves, Missouri with ample FREE parking.

MAXELE ADVISORS, LLC
20 Allen Ave.
Suite 330
Webster Groves, MO 63119

Tel:  (314) 961-1850

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