MS
CFA
MS
CFA

Maksat Stamakunov

1 Year of Experience
London

Maksat Stamakunov is a CFA-designated registered investment advisor at Israilov Financial, based in London, with 1 years of industry experience. Maksat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

For clients who have a Comprehensive Financial Plan, Israilov Financial offers ongoing financial planning for an annual fee of $5,000 - $9,000. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are paid monthly or quarterly in advance.

  • Comprehensive Financial Plan — $3,000 - $6,000, depending on the client's needs, complexity, time, research, and resources required. Includes six months of implementation support.
  • Project-Based Financial Planning — $1,000 to $3,000, depending on the client's needs, complexity, time, research, and resources required. This is for addressing specific questions or issues.
Annual Retainer:$5,000 - $9,000/year
One-Time Plan:$1,000 - $6,000
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Location

History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Israilov Financial
December 2024 - Present · 1 yr 4 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Maksat Stamakunov - Financial Advisor | TrueAdvisor