# Max Pashman

> Max Pashman is a fee-only financial advisor at Pashman Financial LLC in Los Angeles, California, who holds the CFP credential. Pashman Financial LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/max-pashman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pashman Financial LLC
- **Based in:** Los Angeles, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $700K across 30 accounts
- **Credentials:** CFP
- **CRD:** 6640294 (https://adviserinfo.sec.gov/individual/summary/6640294)
- **SEC registration:** Investment adviser representative in CA, FL, TX, UT
- **Exams passed:** Series 66 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Max Pashman a fee-only financial advisor?

Yes. Max Pashman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Max's firm.

### How does Max charge for financial advice?

Max's firm, Pashman Financial LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Max Pashman based?

Max Pashman is based in Los Angeles, California.

### What credentials does Max Pashman hold?

Max Pashman holds the CFP credential.

### Is Max Pashman registered with the SEC?

Yes. Max Pashman is registered as an investment adviser representative in CA, FL, TX and UT (CRD 6640294), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pashman Financial LLC manage?

Pashman Financial LLC reports $700K across 30 accounts in assets under management.

### How do I contact Max Pashman?

Contact details aren't on file yet. Search for Pashman Financial LLC.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/max-pashman-10451): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.