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Advisor

Madeline Noveck

Capital Preservation Partners · Bronxville, New York

Madeline Noveck is a fee-only financial advisor at Capital Preservation Partners in Bronxville, New York, who holds the CFP credential. Capital Preservation Partners reports charging a percentage of assets and hourly fees on its Form ADV.

Percentage of assetsHourly Fee-only CFP

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Facts

FirmCapital Preservation Partners
Based in Bronxville, New York
Fee model (firm's Form ADV)Percentage of assets · Hourly
Assets under management$222.4M across 676 accounts
CredentialsCFP
SEC registration Investment adviser representative in CT, NY · CRD 1084857
Firm size3 employees
Disclosures None reported
Websitewww.cpp.bz

How Madeline's firm compares

  • Capital Preservation Partners's average account is about $329,000, from its Form ADV (assets managed divided by 676 accounts).

What fee-only advisors charge in New York

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Questions about Madeline

Is Madeline Noveck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Madeline holds no broker registration, and Capital Preservation Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Madeline charge for financial advice?

Madeline's firm, Capital Preservation Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

Where is Madeline Noveck based?

Madeline Noveck is based in Bronxville, New York.

What credentials does Madeline Noveck hold?

Madeline Noveck holds the CFP credential.

Is Madeline Noveck registered with the SEC?

Yes. Madeline Noveck is registered as an investment adviser representative in CT and NY (CRD 1084857), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Capital Preservation Partners manage?

Capital Preservation Partners reports $222.4M across 676 accounts in assets under management.

How do I contact Madeline Noveck?

Through Madeline's website, www.cpp.bz.

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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