Laura Kido
Novare Capital Management · Charlotte, North Carolina
Laura Kido is a fee-only financial advisor at Novare Capital Management in Charlotte, North Carolina, who holds the CFP credential. Laura focuses on estate & legacy planning and family wealth transfer. Novare Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Laura →
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 5050632 |
| Exams passed | Series 63 (2005) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | novarecapital.com |
How Laura's firm compares
- Novare Capital Management's average account is about $924,000, from its Form ADV (assets managed divided by 2,075 accounts).
Request an introduction to Laura
Tell Laura a little about what you're looking for. Laura isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Laura
Is Laura Kido a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Laura 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 Laura charge for financial advice?
Laura's firm, Novare Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Laura Kido based?
Laura Kido is based in Charlotte, North Carolina.
What does Laura specialize in?
Laura's specialties include estate & legacy planning and family wealth transfer. Laura works with multi-generational families and pre-retirees.
What credentials does Laura Kido hold?
Laura Kido holds the CFP credential.
Is Laura Kido registered with the SEC?
Yes. Laura Kido is registered as an investment adviser representative in NC (CRD 5050632), 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 Laura Kido?
Through Laura'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.
See something wrong? Request a correction. Read our methodology.