# Ryan Dunn

> Ryan Dunn is a fee-only financial advisor at Novi Wealth Partners in Princeton, New Jersey, who holds the CFP and CRPC credentials. Ryan focuses on retirement planning, tax planning and estate & legacy planning. Novi Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-dunn/
Built from public directory listings; last checked April 21, 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, CRPC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **CRD:** 6160164 (https://adviserinfo.sec.gov/individual/summary/6160164)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2014)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://noviwealth.com

## Frequently asked questions

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

Yes. Ryan Dunn is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ryan's firm.

### How does Ryan charge for financial advice?

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

### Where is Ryan Dunn based?

Ryan Dunn is based in Princeton, New Jersey.

### What does Ryan specialize in?

Ryan's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Ryan Dunn hold?

Ryan Dunn holds the CFP and CRPC credentials.

### Is Ryan Dunn registered with the SEC?

Yes. Ryan Dunn is registered as an investment adviser representative in NJ (CRD 6160164), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Ryan Dunn?

Through Ryan's website, noviwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4018): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.noviwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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