Eugene Novitski
Investment Advisor Group · Saint Augustine, Florida
Eugene Novitski is a fee-only financial advisor at Investment Advisor Group in Saint Augustine, Florida, who holds the CFP credential. Investment Advisor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Investment Advisor Group |
|---|---|
| Based in | Saint Augustine, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $81.0M across 244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, NJ · CRD 1679236 |
| Exams passed | Series 63 (1987) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.investmentadvisorgroup.com |
How Eugene's firm compares
- Investment Advisor Group's average account is about $332,000, from its Form ADV (assets managed divided by 244 accounts).
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Questions about Eugene
Is Eugene Novitski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Eugene holds no broker registration, and Investment Advisor Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Eugene charge for financial advice?
Eugene's firm, Investment Advisor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Eugene Novitski based?
Eugene Novitski is based in Saint Augustine, Florida.
What credentials does Eugene Novitski hold?
Eugene Novitski holds the CFP credential.
Is Eugene Novitski registered with the SEC?
Yes. Eugene Novitski is registered as an investment adviser representative in FL and NJ (CRD 1679236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Investment Advisor Group manage?
Investment Advisor Group reports $81.0M across 244 accounts in assets under management.
How do I contact Eugene Novitski?
Through Eugene's website, www.investmentadvisorgroup.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
- 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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