# Anne McPhail

> Anne McPhail is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFP credential. Anne focuses on estate & legacy planning and family wealth transfer. Novare Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/anne-mcphail/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Novare Capital Management
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.92B across 2,075 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families, Pre-retirees
- **CRD:** 4332831 (https://adviserinfo.sec.gov/individual/summary/4332831)
- **SEC registration:** Investment adviser representative in NC, VA
- **Exams passed:** Series 63 (2001)
- **Firm size:** 23 employees
- **Disclosures:** None reported
- **Website:** http://novarecapital.com/

## Frequently asked questions

### Is Anne McPhail a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Novare Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anne charge for financial advice?

Anne's firm, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Anne McPhail based?

Anne McPhail is based in Charlotte, North Carolina.

### What does Anne specialize in?

Anne's specialties include estate & legacy planning and family wealth transfer. Anne works with multi-generational families and pre-retirees.

### What credentials does Anne McPhail hold?

Anne McPhail holds the CFP credential.

### Is Anne McPhail registered with the SEC?

Yes. Anne McPhail is registered as an investment adviser representative in NC and VA (CRD 4332831), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Novare Capital Management manage?

Novare Capital Management reports $1.92B across 2,075 accounts in assets under management.

### How do I contact Anne McPhail?

Through Anne's website, novarecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4332831): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://novarecapital.com/): specialties, clients served, and fees, checked October 30, 2026

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