Novak Financial Planning LLC

Novak Financial Planning LLC (CRD# 109326) is a financial advisory firm headquartered in Bel Air, MD. They manage $169,999,269 in 1,564 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    1,564
    ACCOUNTS
  • Average Account Value
    $108,695
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, PA, TX

Financial Advisors at Novak Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Carol A. Novak
CRD#: 1785964
2231 Old Emmorton Rd, Bel Air, MD 21015
96
Wealthminder
score

Carol Novak (CRD# 1785964) is an Investment Advisor Representative working at Novak Financial Planning LLC in Bel Air, MD and has over 20 years of experience in the finance industry. Carol Novak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel J. Novak
CRD#: 1316721
2231 Old Emmorton Road, Bel Air, MD 21015
96
Wealthminder
score

Daniel Novak (CRD# 1316721) is an Investment Advisor Representative working at Novak Financial Planning LLC in Bel Air, MD and has over 20 years of experience in the finance industry. Daniel Novak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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