Maxele Advisors, LLC

Maxele Advisors, LLC is a state-registered investment adviser specializing in financial planning and wealth management services. Established in February 2013, the firm is owned and led by Stephen M. Erken. As of March 28, 2025, the firm managed $165,276,239 in assets on a discretionary basis. For financial planning, Maxele offers comprehensive and modular services covering areas such as taxes, asset allocation, insurance, education, retirement, and estate planning. Clients have full discretion over implementing recommendations. In wealth management, clients can have their assets managed on a discretionary or non-discretionary basis, with a focus on equity securities, ETFs, mutual funds, and individual debt/options. The firm tailors its services to individual client needs, considering factors like risk tolerance and time horizon. Clients are encouraged to communicate changes in their financial situation or objectives for ongoing review. Fees are charged based on hourly rates for financial planning, ranging from $150 to $250, and annual wealth management fees between 0.50% to 1.50% of assets under management. Maxele does not engage in performance-based fees and serves various client types, including individuals, trusts, and corporations. The firm's investment strategies involve fundamental and technical analysis, managing portfolios through model portfolios. Maxele ensures compliance with best execution practices and periodically reviews brokerage practices to ensure client interests are prioritized. Clients receive regular account reviews and reports to stay informed about their investments. Maxele has no disciplinary events or financial impairments that would affect client commitments.