Max Novak
Advisor at Core Planning
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Fee options
Fixed fees for financial planning based on complexity; ongoing financial planning fees up to $1,200 per month, negotiable; fixed fee for ERISA plan services may also apply.
$0 - $999,999: 1.10% $1,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.35%
Investment Advisor Representatives may receive external compensation as independent insurance agents for insurance products.
Up to $250 per hour for stand-alone financial planning and consulting services, negotiable based on scope.
Fee-only: Fee-only financial planning and wealth management; no commissions received by firm for advisory services.
Work history
Core Planning LLC
2025 - Present (1 year)
Facet Wealth
2022 - 2025 (3 years)
Moneta Group Investment Advisors, LLC
2019 - 2022 (3 years)
Personal Capital
2018 - 2019 (1 year)
PaySimple
2016 - 2018 (2 years)
Unemployed
2016 - 2016 (1 year)
Southern Illinois University
2014 - 2016 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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