# Andrew Novick

> Andrew Novick is a fee-only financial advisor at The Investment Connection in Bridgewater, New Jersey, who holds the CFP and JD credentials. Andrew charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and a $500,000 asset minimum) and focuses on retirement planning, small business owners and sustainable & impact investing.

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

## Facts

- **Firm:** The Investment Connection
- **Based in:** Bridgewater, New Jersey
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; a $500,000 asset minimum
- **Assets under management (firm):** $108.8M across 375 accounts
- **Credentials:** CFP, JD
- **Specialties:** Retirement planning, Small business owners, Sustainable & impact investing, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 2909907 (https://adviserinfo.sec.gov/individual/summary/2909907)
- **SEC registration:** Investment adviser representative in NJ, NY, PA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://theinvestmentconnection.com

## Frequently asked questions

### Is Andrew Novick a fee-only financial advisor?

Yes. Andrew Novick 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 Andrew's firm.

### How does Andrew charge for financial advice?

Andrew charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Andrew charge?

According to The Investment Connection's website, checked October 28, 2026: ongoing planning from $2,400 a year; a $500,000 asset minimum.

### Where is Andrew Novick based?

Andrew Novick is based in Bridgewater, New Jersey.

### What does Andrew specialize in?

Andrew's specialties include retirement planning, small business owners, sustainable & impact investing, estate & legacy planning and tax planning. Andrew works with retirees.

### What credentials does Andrew Novick hold?

Andrew Novick holds the CFP and JD credentials.

### Is Andrew Novick registered with the SEC?

Yes. Andrew Novick is registered as an investment adviser representative in NJ, NY and PA (CRD 2909907), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does The Investment Connection manage?

The Investment Connection reports $108.8M across 375 accounts in assets under management.

### How do I contact Andrew Novick?

Through Andrew's website, theinvestmentconnection.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/andrew-novick-10052): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://theinvestmentconnection.com/): specialties, clients served, and fees, checked October 28, 2026

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