Daniel Satz
Novi Wealth Partners · Princeton, New Jersey
Daniel Satz is a fee-only financial advisor at Novi Wealth Partners in Princeton, New Jersey. Novi Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Novi Wealth Partners |
|---|---|
| Based in | Princeton, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $612.8M across 1,001 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 5420533 |
| Exams passed | Series 63 (2009) · Series 65 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.noviwealth.com |
How Daniel's firm compares
- Novi Wealth Partners's average account is about $612,000, from its Form ADV (assets managed divided by 1,001 accounts).
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Questions about Daniel
Is Daniel Satz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Novi Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Novi Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Satz based?
Daniel Satz is based in Princeton, New Jersey.
Is Daniel Satz registered with the SEC?
Yes. Daniel Satz is registered as an investment adviser representative in NJ (CRD 5420533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Novi Wealth Partners manage?
Novi Wealth Partners reports $612.8M across 1,001 accounts in assets under management.
How do I contact Daniel Satz?
Through Daniel's website, www.noviwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
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
- 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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