Max Jaffe is a registered investment advisor at Triad Wealth Partners, LLC, based in Plano, TX, with 9 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,380 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Triad Wealth charges a negotiable hourly or flat fee for financial planning and consulting services. The specific rate depends on the complexity, time, research, and resources required. Fees are typically invoiced quarterly or monthly in arrears.
Location
2820 Dallas Parkway, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Triad Wealth Partners, LLC
Retirement Planners of America
Previous Registrations
Retirement Planners of America
Ernst & Young Investment Advisers LLP
State Registrations1 state
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