Robert Dunn
Novi Wealth Partners · Princeton, New Jersey
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.
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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 | $612.8M across 1,001 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4377140 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.noviwealth.com |
How Robert's firm compares
- Novi Wealth Partners's average account is about $612,000, from its Form ADV (assets managed divided by 1,001 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Princeton
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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