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David Elgin Maxey

Heritage Family Offices, LLP

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About David Elgin Maxey

David Elgin Maxey is a registered investment advisor representative in Arizona. David Maxey is currently employed by Heritage Family Offices, LLP and has been with the firm since April 2018. Previously, David Maxey was employed by Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. David Maxey holds a Series 66 and Series 7 license. David Maxey specializes in providing financial planning, pension consulting, and selection of other advisers services. David Maxey also provides portfolio management for businesses and individuals. David Maxey is a licensed insurance agent and receives commission on products sold.

Firm Information

David Maxey is currently registered with Heritage Family Offices, LLP. Heritage Family Offices, LLP is an investment advisor based in Scottsdale, Arizona. They provide financial planning, pension consulting, selection of other advisors, and portfolio management services to high net worth individuals, individuals other than high net worth, corporations or other businesses, pooled investment vehicles, and charitable organizations. They have approximately $365.1 million in assets under management.
Heritage Family Offices, LLP

9841 E BELL RD

SCOTTSDALE, AZ 85260

$365.15M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Maxey’s Registration & Firm History

AZ

06/13/2024 - Present

Heritage Family Offices, LLP (SCOTTSDALE AZ)

AZ

04/30/2008 - 08/20/2014

WELLS FARGO ADVISORS, LLC (MESA AZ)

AZ

05/19/2006 - 04/21/2008

WELLS FARGO INVESTMENTS, LLC (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 03/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Elgin Maxey.
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