Max Kortegast
Hopwood Financial Services · Reston, Virginia
Max Kortegast is a fee-only financial advisor at Hopwood Financial Services in Reston, Virginia, who holds the CFP credential. Hopwood Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hopwood Financial Services |
|---|---|
| Based in | Reston, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $750.3M across 1,068 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6462548 |
| Exams passed | Series 66 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.hopwoodfinancial.com |
How Max's firm compares
- Hopwood Financial Services's average account is about $702,000, from its Form ADV (assets managed divided by 1,068 accounts).
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Questions about Max
Is Max Kortegast a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Max holds no broker registration, and Hopwood 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's firm, Hopwood Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Max Kortegast based?
Max Kortegast is based in Reston, Virginia.
What credentials does Max Kortegast hold?
Max Kortegast holds the CFP credential.
Is Max Kortegast registered with the SEC?
Yes. Max Kortegast is registered as an investment adviser representative in VA (CRD 6462548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hopwood Financial Services manage?
Hopwood Financial Services reports $750.3M across 1,068 accounts in assets under management.
How do I contact Max Kortegast?
Through Max's website, www.hopwoodfinancial.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
- 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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