NOVA FINANCIAL SERVICES logo

NOVA FINANCIAL SERVICES

Updated today

Client assets under management

$469,445,760

Clients

738

20% high-net worth

Advisors

8

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

92

High

Average account size

$636,105

About

Nova Financial Services is an SEC‑registered investment adviser that serves individuals, trusts, pension and profit‑sharing plans, and corporate clients with asset management, financial planning, pension consulting, and referrals to third‑party money managers. The firm offers both discretionary and non‑discretionary portfolio management and provides written financial plans or consultations on a project basis.

The firm’s process begins with client meetings to assess goals, risk tolerance and resources, followed by ongoing monitoring and periodic rebalancing of accounts (managed accounts are reviewed at least quarterly and clients are contacted at least annually). Nova recommends a limited selection of investments—mutual funds, ETFs, individual equities and fixed‑income—and uses fundamental, technical and quantitative analysis, while noting potential conflicts associated with asset‑based fees and advisor compensation structures.

Nova’s brochure discloses several industry affiliations and revenue relationships that distinguish it from many peers: an affiliation with NOVA Home Loans that produces mortgage client referrals, advisory affiliates who are licensed insurance agents and may sell commissionable insurance products, and financial professionals who may be associated with a broker‑dealer; it also accepts fee sharing from some third‑party money managers. The firm further discloses receipt of non‑cash benefits and support from its custodian (including transfer‑fee reimbursements and technology, research and marketing assistance) and includes participant education as part of its pension consulting services.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies

Fee options

Fixed

$1,500 to $10,000

Percentage

$0 - $500,000: 2.50% $500,001 - $2,000,000: 2.25% $2,000,001 - $5,000,000: 2.00% $5,000,001 - $10,000,000: 1.75% Over $10,000,000+: By Negotiation

Project-based

$100 to $500 per hour

Main office location

NOVA FINANCIAL SERVICES

1630 E River Rd, Suite 212

Tucson AZ 85718, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Illinois · Nevada · Oregon · Texas · Utah · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Mark D

Series 65

Tucson, AZ

NOVA FINANCIAL SERVICES

Mark Debenedetti is a financial advisor with NOVA Financial Services in Tucson, AZ, holding a Series 65 license and bringing 14 years of industry experience. He has operated DeBenedetti & Co, a certified public accounting practice, since 2003. NOVA Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients with approximately $391 million in assets under management. The firm provides comprehensive portfolio management, financial planning, and pension consulting, using a combination of fundamental, technical, and quantitative analysis across various investment products.

Options & derivatives strategies
user avatar

Blake B

Series 66

Tucson, AZ

NOVA FINANCIAL SERVICES

Blake Bjordahl is a financial advisor with Nova Financial Services and holds a Series 66 designation. He has 35 years of industry experience and has worked with Nova Financial, Mutual Securities, and Ministry Partners Securities. Outside of his advisory role, he provides compliance consulting through his firm, Compliance Works. Nova Financial Services is an SEC-registered investment adviser offering asset management, financial planning, and pension consulting to individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and serves both retail and high-net-worth clients with a portfolio management approach that incorporates fundamental, technical, and quantitative analysis.

Options & derivatives strategies
user avatar

Jeffrey J

Series 66

Tucson, AZ

NOVA FINANCIAL SERVICES

Jeffrey Johnson is a financial advisor with Nova Financial Services in Tucson, AZ, holding a Series 66 designation and 26 years of industry experience. He has been with Nova Financial and Mutual Securities since 2016. Outside of his advisory role, he operates an independent insurance agency. Nova Financial Services is an SEC-registered investment adviser managing approximately $391 million in assets. The firm serves individuals, trusts, retirement plans, and business clients, offering portfolio management, financial planning, and pension consulting through a combination of fundamental, technical, and quantitative analysis.

Options & derivatives strategies
user avatar

Michael M

Series 66

Colorado Springs, CO

NOVA FINANCIAL SERVICES

Michael Mare is a financial advisor with Nova Financial Services in Colorado Springs, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Nova Financial since 2014 and previously worked at Mutual Securities, Inc. from 2014 to 2018. Outside of his advisory role, Mare works as a freelance singer. Nova Financial Services is an SEC-registered investment adviser managing approximately $391 million in assets. The firm provides asset management, financial planning, pension consulting, and referrals to third-party money managers for individuals, trusts, retirement plans, and business clients, using a combination of fundamental, technical, and quantitative analysis in its portfolio management.

Options & derivatives strategies
user avatar

Victor D

Series 65, Series 66

Tucson, AZ

NOVA FINANCIAL SERVICES

Victor Denigris is a financial advisor at Nova Financial Services in Tucson, Arizona, with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Nova Financial LLC and Mutual Securities since 2011. Outside of his advisory role, he operates an independent insurance agency focusing on fixed insurance products. Nova Financial Services is an SEC-registered investment adviser managing approximately $391 million in assets. The firm serves retail and high-net-worth individuals, trusts, retirement plans, and business clients, offering portfolio management, financial planning, and pension consulting. They utilize a combination of fundamental, technical, and quantitative analysis in their investment recommendations and provide both discretionary and non-discretionary portfolio management.

Options & derivatives strategies
user avatar

Jacob K

Series 66

Tucson, AZ

NOVA FINANCIAL SERVICES

Jacob Kagele is a financial advisor at Nova Financial Services with 23 years of industry experience. He holds the Series 66 designation and has worked at Nova Financial since 2009, previously associated with Mutual Securities Inc. Outside of his advisory role, Kagele serves on the boards of the Blair Charity Group and the Catholic Tuition Support Organization. Nova Financial Services is an SEC-registered investment adviser that provides asset management, financial planning, and pension consulting for individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management using fundamental, technical, and quantitative analysis across various investment products.

Options & derivatives strategies
user avatar

Thomas F

Series 63, Series 65

Scottsdale, AZ

NOVA FINANCIAL SERVICES

Thomas Fischer is a financial advisor at Nova Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Nova Financial LLC since 2010. Outside of his advisory role, Fischer operates as a licensed insurance agent specializing in life, fixed, and health insurance. Nova Financial Services is an SEC-registered investment adviser serving individuals, trusts, retirement plans, and business clients. The firm manages approximately $391 million in assets and offers portfolio management, financial planning, and pension consulting using a combination of fundamental, technical, and quantitative analysis.

Options & derivatives strategies
user avatar

Christopher C

Series 66

Tucson, AZ

NOVA FINANCIAL SERVICES

Christopher Chaffon is a financial advisor at Nova Financial Services in Tucson, AZ, holding a Series 66 designation with 16 years of industry experience. He has been with Nova Financial LLC since 2015. Nova Financial Services is an SEC-registered investment adviser that provides asset management, financial planning, pension consulting, and third-party money manager referrals for individuals, trusts, retirement plans, and business clients. The firm serves both retail and high-net-worth individuals as well as employer-sponsored retirement plans, employing a combination of fundamental, technical, and quantitative analysis in its portfolio management approach.

Options & derivatives strategies
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