Max Pashman
Pashman Financial LLC · Los Angeles, California
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.
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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 | $700K across 30 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, TX, UT · CRD 6640294 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Max's firm compares
- Pashman Financial LLC's average account is about $23,000, from its Form ADV (assets managed divided by 30 accounts).
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Questions about Max
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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