Max Cooper Novak

Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2018 → 10/2019
  Personal Capital
  Denver, CO
• 08/2016 → 02/2018
  Paysimple
  Denver, CO
• 11/2019 → 04/2022
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 04/2022 → 04/2025
  Facet Wealth
  Carterville, IL
• 05/2025 → Present
  Core Planning Llc
  Ofallon, MO

Previous Registrations

• 2020-04-20 → 2022-04-07
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 2018-12-21 → 2019-09-05
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Other Businesses

I started working as an independent contractor at Domain Money on May 2nd, 2025. Domain Money is a flat fee financial planning firm, which is an investment related business. They are located at 594 Broadway, Suite 502 New York, New York 10012. My title is Director of Client Success, and I anticipate working 80 hours/month at Domain Money during securities trading hours. My duties at Domain Money are business development and sales. This is a non-registered role and there will be no conflicts of interest for any clients or privacy policy concerns for Core Planning, LLC or Domain Money.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-12-21

Designations

• Certified Financial Planner

Other Names

• Max Novak