Andrew Novick
The Investment Connection · Bridgewater, New Jersey
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.
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Specialties
Who they serve
- Retirees
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 | $108.8M across 375 accounts |
| Credentials | CFP · JD |
| SEC registration | Investment adviser representative in NJ, NY, PA · CRD 2909907 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | theinvestmentconnection.com |
| Profile |
How Andrew's firm compares
- Ongoing planning starts at $2,400 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- The Investment Connection's average account is about $290,000, from its Form ADV (assets managed divided by 375 accounts).
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Questions about Andrew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bridgewater
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- The Investment Connection website : specialties, clients served, and fees, checked October 28, 2026
- 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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