Firm
Demma-Novak Wealth Management
Dayton, Ohio
Fee-only
Demma-Novak Wealth Management at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 235 individual clients.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Dayton, Ohio |
|---|---|
| Website | demmanovak.com |
| [email protected] | |
| Phone | (937) 523-0029 |
Demma-Novak Wealth Management fees
Demma-Novak Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Individual clients | 235 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 172311 |