UBS Financial Services
47yrs
Top advisor by experience in Plano
18yrs
Max Jaffe
Financial advisor at Retirement Planners of America
Based in Plano, Texas, Max Jaffe is a fiduciary financial advisor with 18 years of industry experience. Max joined Retirement Planners of America in 2023, after less than a year at Triad Wealth Partners and two years at Ernst & Young Investment Advisers. Retirement Planners of America offers financial planning and investment management and is paid through a percentage of assets.
One of 3409 advisors with offices in Plano, and one of 3276 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?Top 21% by experience in Plano
Office2820 Dallas Parkway, Plano, TX 75093
How the firm is paid ?Percent of assets
Typical client at the firm ?$631,228
Advisors at the firm33
States licensed ?1 state
Services through Retirement Planners of America
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Feb 2026 – Jun 2026Triad Wealth Partners, LLCPreviously
- 2023 – nowRetirement Planners of AmericaCurrent firm
- 2017 – 2022Retirement Planners of AmericaPreviously
- 2008 – 2010Ernst & Young Investment Advisers LLPPreviously
Questions to ask Max
Tailored to Max’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Max
How do I contact Max?
Call Retirement Planners of America at (469) 246-3600 and ask for Max Jaffe. Max works from the Plano, TX office.
How long has Max been a financial advisor?
Max has been in the industry since 2008, about 18 years. Top 21% by experience in Plano.
What licenses does Max hold?
Series 65. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Retirement Planners of America reports being paid by a percentage of the assets they manage. Ask Max for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Plano
Signal Securities
46yrs
Top advisor by experience at Signal Securities
Osaic Wealth
45yrs
Top 1% by experience in Plano
BFC Planning
45yrs
Top 1% by experience in Plano
SFMG Wealth Advisors
45yrs
Top advisor by experience at SFMG Wealth Advisors