Anne McPhail
Novare Capital Management · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Multi-generational families
- Pre-retirees
Facts
| Firm | Novare Capital Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.92B across 2,075 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 4332831 |
| Exams passed | Series 63 (2001) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
| Profile |
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Questions about Anne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Novare Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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