Max Heintz
MFH Financial Services · Dayton, Ohio
Max Heintz is a fee-only financial advisor at MFH Financial Services in Dayton, Ohio, who holds the CFP credential. Max charges hourly fees, a percentage of assets and a one-time planning fee and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | MFH Financial Services |
|---|---|
| Based in | Dayton, Ohio |
| Fee model | Hourly · Percentage of assets · One-time planning fee |
| Assets under management | $30.5M across 14 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4553446 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mfhfinancial.com |
How Max's firm compares
- MFH Financial Services's average account is about $2.2 million, from its Form ADV (assets managed divided by 14 accounts).
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Questions about Max
Is Max Heintz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and MFH Financial Services 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 hourly fees, a percentage of assets and a one-time planning fee.
Where is Max Heintz based?
Max Heintz is based in Dayton, Ohio.
What does Max specialize in?
Max's specialties include tax planning, retirement planning, estate & legacy planning and small business owners.
What credentials does Max Heintz hold?
Max Heintz holds the CFP credential.
Is Max Heintz registered with the SEC?
Yes. Max Heintz is registered as an investment adviser representative in OH (CRD 4553446), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MFH Financial Services manage?
MFH Financial Services reports $30.5M across 14 accounts in assets under management.
How do I contact Max Heintz?
Through Max's website, mfhfinancial.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
- MFH Financial Services 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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