Novi Wealth Partners

Novi Wealth Partners at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 7 advisors are listed here; 4 of 7 hold the CFP.
• Its Form ADV reports 11 employees and 270 individual clients, 150 of them high net worth.
• Its average account is about $612,000 (assets it manages divided by its 1,001 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Novi Wealth Partners fees

Novi Wealth Partners 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

Advisors at this firm (7)

• Anthony Schaub

  CFP

• Brenden Leese

• Daniel Satz

• Devin Starr

• Robert Dunn

  CFP

• Ryan Dunn

  CFP · CRPC

• Ryan Vogel

  CFP

Other fee-only firms in Princeton

• Premier Financial Planning, Inc.
• RETIRE SMART Consulting, LLC
• Sabadoodle
• Songbird Capital
• Adviso Wealth
• Berunda Capital Management
• Halberstadt Financial Consultants, Inc.
• Jantorno Financial Advisors

Fee-only advisors in New Jersey