Facts and Insights
NOVAK & POWELL FINANCIAL SERVICES, INC. is a financial services firm that has been providing top-notch financial expertise to clients for over 20 years. As an independent firm, they offer unbiased advice and personalized solutions to help clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides unbiased financial advice
- Offers personalized solutions
- Helps clients reach their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
NOVAK & POWELL FINANCIAL SERVICES, INC. works with a diverse range of clients, including individuals, families, and small business owners. They focus on building long-term relationships with their clients and providing them with customized financial solutions.
Fees & Compensation:
The firm operates on a fee-only structure, meaning they do not earn commissions or sell products. Instead, they charge a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background:
The team at NOVAK & POWELL FINANCIAL SERVICES, INC. consists of experienced and highly qualified financial advisors who are dedicated to helping clients achieve financial success. They stay up-to-date on industry trends and market changes to provide the best advice possible.
Financial Advisor Disclosures to Know:
As a registered investment adviser, NOVAK & POWELL FINANCIAL SERVICES, INC. has a fiduciary duty to act in the best interest of their clients. They are also required to disclose any potential conflicts of interest and fully disclose their compensation structure.