Max Diefenthaler
Simonet Financial Group · Kyle, Texas
Max Diefenthaler is a fee-only financial advisor at Simonet Financial Group in Kyle, Texas. Max charges an ongoing planning fee and a one-time planning fee (ongoing planning from $4,500 a year) and focuses on small business owners, founders (pre-exit) and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Simonet Financial Group |
|---|---|
| Based in | Kyle, Texas |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $4,500 a year |
| Assets under management | $22.8M across 196 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7980761 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | simonetwealth.com |
| Profile |
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Questions about Max
Is Max Diefenthaler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and Simonet Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Max charge for financial advice?
Max charges an ongoing planning fee and a one-time planning fee.
How much does Max charge?
According to Simonet Financial Group's website, checked October 30, 2026: ongoing planning from $4,500 a year.
Where is Max Diefenthaler based?
Max Diefenthaler is based in Kyle, Texas.
What does Max specialize in?
Max's specialties include small business owners, founders (pre-exit), estate & legacy planning and retirement planning. Max works with founders and executives.
Is Max Diefenthaler registered with the SEC?
Yes. Max Diefenthaler is registered as an investment adviser representative in TX (CRD 7980761), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Simonet Financial Group manage?
Simonet Financial Group reports $22.8M across 196 accounts in assets under management.
How do I contact Max Diefenthaler?
Through Max's website, simonetwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Simonet Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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