Max Cooper Novak
Investment adviser representative at Core Planning
10 yearsExperience
16 statesRegistered in
CFP® certificationDesignation
$525MFirm assets
Are you Max Cooper Novak? Claim your profile
Contact this firm
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
Experience
10 years in the industry.
- Core Planning LLCMay 2025 to now
- Domain MoneyMay 2025 to now
- Facet WealthApr 2022 to Apr 2025
- Moneta Group Investment Advisors, LLCNov 2019 to Apr 2022
- Personal CapitalFeb 2018 to Oct 2019
- PaysimpleAug 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 16 states (AL, CA, CO, IA, IL, IN, MD, MI, MO, NY, OH, PA, SC, TX, VA, WA).
Core Planning
Legal name: Core Planning, LLC
$525MAssets managed
867Clients
59Advisers
1 yearIn 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
- 7050977
- Firm CRD
- 154660