Max Stewart
Investment adviser representative at Simplicity Wealth
11 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- M.S Wealth Management LLCAug 2025 to now
- Simplicity WealthAug 2025 to now
- Texas Energy Alliance, LLCJun 2024 to now
- Kapalua Golf and Tennis ClubFeb 2022 to Jun 2022
- Bushwood Golf and Country Club, LLCAug 2018 to Dec 2020
- Oklahoma Energy PartnersJul 2017 to May 2024
- Choice Financial ServicesJul 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6526247
- Firm CRD
- 300572