Novi Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$450/hr

“The fee would typically range from $150 to $450 per hour, , depending upon the level and scope of the services required.”

Flat or project fee

$2,500⁠-⁠$100,000

“Novi Wealth’s financial planning fees are negotiable, but generally range from $2,500 to $100,000 on a fixed fee basis.”

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

How Novi Wealth Partners bills

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

• “Fees shall also be prorated and paid quarterly, in advance or arrears, based upon the market value of the assets on the last business day of the previous quarter.”

How Novi Wealth Partners’ fees compare

• Its hourly rate of $150-$450 spans the New Jersey median of $300. 46% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 5 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$100,000 spans the New Jersey median of $5,000. 97% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Princeton that publish a flat or project fee charge less.

About Novi Wealth Partners

• Firm size: 11 employees.
• Registered as an adviser: 2013 (13 years).

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

1.25% a year

Clients

270

Employees

11

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$612,775,760

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166539

Website

noviwealth.com (opens in new tab)

Phone

(609) 921-7002

Can advise clients in 7 states: New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, Vermont

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500

Compare all 19 planners in Princeton