Max Novak is a CFP-designated registered investment advisor at Core Planning, based in Ofallon, MO, with 3 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 359 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Location
706 N Main St, Ofallon, MO, 63366
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Max works as an independent contractor at Domain Money as Director of Client Success, focusing on business development and sales. This investment-related role takes about half of his time.
Employment History
Current Registrations
Core Planning
Previous Registrations
Moneta Group Investment Advisors, LLC
Personal Capital Advisors Corporation
State Registrations2 states
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