# Robert Dunn

> Robert Dunn is a fee-only financial advisor at Novi Wealth Partners in Princeton, New Jersey, who holds the CFP credential. Novi Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-dunn/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $612.8M across 1,001 accounts
- **Credentials:** CFP
- **CRD:** 4377140 (https://adviserinfo.sec.gov/individual/summary/4377140)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.noviwealth.com

## Frequently asked questions

### Is Robert Dunn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?

Robert's firm, Novi Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Dunn based?

Robert Dunn is based in Princeton, New Jersey.

### What credentials does Robert Dunn hold?

Robert Dunn holds the CFP credential.

### Is Robert Dunn registered with the SEC?

Yes. Robert Dunn is registered as an investment adviser representative in NJ and TX (CRD 4377140), 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 Robert Dunn?

Through Robert's website, www.noviwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4377140): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.