Max Stewart
Affiliated with SIMPLICITY WEALTH
Why Work With Max
Max Stewart is a fiduciary Private Wealth Advisor. He specializes in personalized wealth management strategies designed to help individuals, families, and business owners build, preserve, and transfer wealth with confidence. As a fiduciary, he is legally bound to put his clients’ best interests first—providing transparent, fee-based guidance without hidden agendas. His services include retirement planning, investment management, risk mitigation, tax-conscious strategies & comprehensive planning.
Professional Summary
Max Stewart is a registered financial advisor at M.S Wealth Management. Max is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Max has worked at 1 firm and has passed the Series 65 exam. Max has attained the designation of Accredited Wealth Management Advisor as well as a Chartered Retirement Professional Counselor from the College of Financial Panning.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Education Funding
- Cashflow & Budgeting
Specializations
Biography
Max Stewart, CRPC®, AWMA®, Private Wealth Advisor at M.S. Wealth Management, is dedicated to helping clients build, preserve, and transfer wealth through customized, forward-thinking strategies. Max earned a B.B.A. in Finance from Meinders School of Business at Oklahoma City University. He further enhanced his expertise by graduating from the Financial Planning Program at Southern Methodist University. Max volunteers his time to local charities and currently serves on the Board of Directors as President for the...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Languages
xxxxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
1 years in the financial services industry
Current & Past Employments
Education
Oklahoma City Univesity
Finance, B.B.A.
Finance, B.B.A.
2017
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Doing Business As (DBA) / Local Office
DBA Firm Name
M.S. Wealth Management
Business Address
102 N College Ave, Suite 614, Tyler, TX 75702
Current Firm
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
Contact Information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901Phone Number
(844) 220-8326# of Employees
424SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
14,045AUM (Assets Under Management)
$4,271,040,743Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
1ST CHOICE WEALTH | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UNIVERSAL FINANCIAL CONSULTANTS (UFC) | UFC WEALTH | TURNSTART WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | TRIUMPH PLANNING SOLUTIONS | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | TAX SMART INVESTING AND PLANNING | SUMMIT WEALTH DESIGNS | STRATEGIC WEALTH PLANNING GROUP | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SSTX WEALTH | SMITHS FINANCIAL SOLUTIONS | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SIMPLICITY GUARDIAN | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SBC FINANCIAL | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL NETWORK INC. | SACHS FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RIGHTWAY INVESTMENTS | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIREMENT KEY | RETIREMENT INCOME SPECIALISTS | RETIRE PRO | RETIRE ESTATE PLAN | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PROSPERITY AND LEGACY WEALTH MANAGEMENT | PROFESSIONAL PLANNING SERVICES | PRINCIPLED INSURANCE AGENCY | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS FINANCIAL GROUP | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | NMS PORTFOLIO | NEXT PHASE MONEY MANAGEMENT | NCI WEALTH MANAGEMENT | MONETA WEALTH MANAGEMENT | MODERN EDGE CAPITAL | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MEMORIAL ASSET PROTECTION PLAN | MCGLINN FINANCIAL SERVICES | MAP ADVISORY | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | MACMUNN FINANCIAL MANGEMENT | M S WEALTH MANAGEMENT | LRM RETIREMENT | LIQUIDITY PARTNERS | LEGACY PRIVATE WEALTH | LARKINS WEALTH | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JULIET CARDONA FINANCIAL | JCHRISTOPHER ADVISORS | J MARTIN FINANCIAL SERVICES | INTEGRATIVE WEALTH | INSIGHT COLLEGE AND FINANCIAL SOLUTIONS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HURT AND ASSOCIATES | HOFFMAN GRIFFITH WEALTH PLANNING | HINES-WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEART FINANCIAL GROUP | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | HARBOUR VIEW ADVISORS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | GENERATIONAL WEALTH TEAM | FWA WEALTH ADVISORS | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUITS ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | FAIRWAY FINANCIAL PARTNERS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | ESTATE AND RETIREMENT RESOURCES | ERISMAN WEALTH MANAGEMENT | EPERSONAL FINANCIAL | EMPOWERED WEALTH MANAGEMENT | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DEVELOP YOUR COLLEGE GAME PLAN | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CLARK WEALTH, LLC | CHEVALIER WEALTH AND ASSOCIATES | CHART WELLS FINANCIAL | CARUTHER'S WEALTH SOLUTIONS | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BLUEPOINT WEALTH MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BENEFIT RFP | BENEFICIAL WEALTH | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | ATARAXIS FINANCIAL PLANNING | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS | ABRAMS INC | ABOOD WEALTH MANAGEMENT...
State Registrations and Notice Filings
(8/7/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Max Stewart's CRS (Customer Relationship Summary).
Services Offered by Max
- Financial Planning
- Investment Management
- Retirement Planning
- Estate & Legacy Planning
- Social Security & Medicare Planning
- Tax Planning
- Education Funding
- Cashflow & Budgeting
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