Be advised. This firm is no longer registered.

Novak Financial Planning LLC

Novak Financial Planning LLC (CRD# 109326) is a financial advisory firm headquartered in Bel Air, MD. They manage $349,230,824 in 1,369 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2231 Old Emmorton Road, Bel Air, MD 21015
By the Numbers
  • Total Assets Under Management
    349
    MILLION
  • Total Number of Accounts
    1,369
    ACCOUNTS
  • Average Account Value
    $255,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, PA, SC, TX

Financial Advisors at Novak Financial Planning LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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