Ryan Dunn
Novi Wealth Partners · Princeton, New Jersey
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.
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Specialties
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 · CRPC |
| SEC registration | Investment adviser representative in NJ · CRD 6160164 |
| Exams passed | Series 65 (2014) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | noviwealth.com |
| Profile |
How Ryan'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 Ryan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Novi Wealth Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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