Nova Financial Services fees and pricing
Financial planner in Tucson, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 29, 2026, Nova Financial Services charges $100-$500 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$500/hr
“Our hourly fees generally range from $100 to $500.”
- Flat or project fee
- $1,500-$10,000
“Flat fees generally range from $1,500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nova Financial Services bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You can choose an account that allows us to buy and sell investments in your account without asking you in advance (a “discretionary account”) or we may give you advice and you decide what investments to buy and sell (a “non-discretionary account”).”
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “The first fee is based on the value of the account on the first day of management by us and is payable within one month after engaging our firm’s Comprehensive Portfolio Management service.”
How Nova Financial Services’ fees compare
- Its hourly rate of $100-$500 spans the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
- 11 of the 16 other planners in Tucson that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 10 of the 13 other planners in Tucson that publish a flat or project fee charge less.
About Nova Financial Services
“Our comprehensive portfolio management service encompasses asset management as well as providing financial planning/financial consulting to clients.”
- Firm size: 10 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 738
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $469,445,760
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150148
- Phone
- (520) 745-5555
Can advise clients in 9 states: Arizona, California, Colorado, Illinois, Nevada, Oregon, Texas, Utah, Washington
Other planners in Tucson that publish fees
- Adam AdvisoryTucson$3,000
- Aio Financial, LLCTucson$750/qtr, $3,000/yr
- Becker Financial ServicesTucson$150/hr
- Cambridge Financial Group, LLCTucson$3,500-$71,000/yr
- Capital West Partners, LLCTucson$150/hr
- Elion Financial, LLCTucson$1,500, $3,000-$50,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.