John Menser
Novare Capital Management · Charlotte, North Carolina
John Menser is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFP credential. John 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 · CRD 4950086 |
| Exams passed | Series 63 (2006) · Series 66 (2017) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
How John's firm compares
- Novare Capital Management's average account is about $924,000, from its Form ADV (assets managed divided by 2,075 accounts).
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Questions about John
Is John Menser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John 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 John charge for financial advice?
John's firm, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Menser based?
John Menser is based in Charlotte, North Carolina.
What does John specialize in?
John's specialties include estate & legacy planning and family wealth transfer. John works with multi-generational families and pre-retirees.
What credentials does John Menser hold?
John Menser holds the CFP credential.
Is John Menser registered with the SEC?
Yes. John Menser is registered as an investment adviser representative in NC (CRD 4950086), 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 John Menser?
Through John'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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