Nova Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“FINANCIAL PLANNING and CONSULTING NWM charges an hourly fee of $250 for financial planning.”

Quarterly fee

$250/qtr

“This fee applies to any client whose household billing is less than $250.00 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Nova Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Nova Wealth Management has a minimum annual fee of $1,000.00 billed quarterly at the rate of $250.00 per quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “For accounts closed mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Nova Wealth Management, Inc.’s fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Bonita Springs that publish an hourly rate charge less.

About Nova Wealth Management, Inc.

• Firm size: 7 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

268

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$247,507,765

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

169450

Website

novawealthmanagement.com (opens in new tab)

Phone

(239) 444-1794

Can advise clients in 10 states: California, Florida, Georgia, Illinois, New Jersey, New York, Ohio, Pennsylvania, Texas, Wisconsin

Other planners in Bonita Springs that publish fees

• Foliage FinancialBonita Springs$225/hr
• Genesis Wealth Planning, LLCBonita Springs$200/hr, $50⁠-⁠$10,000
• Pelican Wealth Advisors, LLCBonita Springs$250/hr, $5,000
• Rinaldi Wealth Management, Inc.Bonita Springs$450⁠-⁠$5,000
• Sentinel Wealth IncBonita Springs$599/mo
• The Investment Advisory Office of Christopher Mikes, P.A.Bonita Springs$395/hr, $395⁠-⁠$5,000

Compare all 9 planners in Bonita Springs