Zelle Dunn
New Republic Partners · Charlotte, North Carolina
Zelle Dunn is a fee-only financial advisor at New Republic Partners in Charlotte, North Carolina. New Republic Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | New Republic Partners |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $3.03B across 107 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3232933 |
| Exams passed | Series 66 (1999) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.newrepublicpartners.com |
| Profile |
How Zelle's firm compares
- New Republic Partners's average account is about $28.3 million, from its Form ADV (assets managed divided by 107 accounts).
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Questions about Zelle
Is Zelle Dunn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zelle holds no broker registration, and New Republic Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zelle charge for financial advice?
Zelle's firm, New Republic Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Zelle Dunn based?
Zelle Dunn is based in Charlotte, North Carolina.
Is Zelle Dunn registered with the SEC?
Yes. Zelle Dunn is registered as an investment adviser representative in NC (CRD 3232933), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Republic Partners manage?
New Republic Partners reports $3.03B across 107 accounts in assets under management.
How do I contact Zelle Dunn?
Through Zelle's website, www.newrepublicpartners.com.
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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