Nova R Wealth, Inc. logo

Nova R Wealth, Inc.

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Client assets under management

$423,195,964

Clients

323

35% high-net worth

Advisors

4

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

81

High

Average account size

$1,310,204

About

Nova R Wealth is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, pension plans and business entities with wealth management, discretionary and non‑discretionary investment management, financial planning, and pension consulting. The firm constructs portfolios using diversified mutual funds and ETFs, and it also implements individual stocks, bonds and allocations to third‑party managers and separately managed account (SMA) strategies.

The firm’s process is client‑specific and generally long‑term oriented, with portfolios shaped by each client’s goals, risk tolerance and liquidity needs and adjusted through rebalancing or shorter‑term trades as warranted. Nova R Wealth routinely uses independent third‑party managers (including Orion Advisor Solutions for certain SMA strategies), and the brochure states the firm may recommend privately‑offered and early‑stage securities; it also discloses that certain SMA strategies available through its third‑party sub‑advisers may employ derivative instruments or borrowing (leverage) where appropriate.

Distinctive features noted in the ADV include a reported FINRA‑related disciplinary matter involving a firm principal in 2015, a disclosure that is uncommon among peer team firms. The firm’s operational model relies on institutional platforms and third‑party relationships (including an Orion sub‑adviser and an operational affiliation with Dynasty) and uses a third‑party order management system for held‑away accounts, which introduces specific operational considerations and potential conflicts of interest, particularly around private placements and related principal ownership stakes.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Financial consulting

Expertise

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet) Approaching retirement

Fee options

Fixed

Fixed engagement fee generally ranging from $2,000 to $10,000 for financial planning and consulting services.

Percentage

$0 - $100,000: 1.50% $100,001 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $30,000,000: 0.35%

Commissions

Insurance commissions earned by advisory persons for selling insurance products, separate and in addition to advisory fees.

Project-based

$300 - $500 per hour for financial planning and consulting services.

Main office location

Nova R Wealth, Inc.

9990 College Blvd.

Overland Park KS 66210, United States

Number of offices

1

Most active in

California · Colorado · Florida · Illinois · Kansas · Missouri · Nebraska · Texas

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

Brenda R

CFP®, Series 65, Series 66

Overland Park, KS

Nova R Wealth, Inc.

Brenda Richman is a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of industry experience. She has been with Nova R Wealth, Inc. since 2017 and previously worked at Legacy Financial Strategies, LLC. Brenda also maintains a continuing education commitment as an independent insurance agent. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm provides wealth management and investment management services with a long-term investment approach that includes diversified allocations to mutual funds, ETFs, individual securities, and selectively, privately-offered securities for eligible investors.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Eric R

Series 65

Overland Park, KS

Nova R Wealth, Inc.

Eric Rodgers is a financial advisor at Nova R Wealth, Inc. in Overland Park, Kansas, holding a Series 65 designation with eight years of industry experience. He has been with Nova R Wealth since 2015. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $412 million for around 321 clients through a five-advisor team. The firm focuses on long-term investment strategies with diversified allocations to mutual funds and ETFs, supplemented by individual securities and selectively offered private investments for eligible clients.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Matthew R

CFA®, Series 66

Overland Park, KS

Nova R Wealth, Inc.

Matthew Rodgers is a CFA® charterholder with eight years of industry experience. He has been with Nova R Wealth, Inc. since 2018 and previously worked at Stephens Inc., Waterfront Wealth, and the University of Arkansas. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides wealth management and investment management services with a primarily long-term investment approach, emphasizing diversified allocations to mutual funds and ETFs alongside individual securities and selectively offered private investments.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Timothy R

CFP®, Series 63

Overland Park, KS

Nova R Wealth, Inc.

Timothy Rodgers is a CFP® with 44 years of experience in the financial industry. He has been with Nova R Wealth, Inc. since 2014 and holds a Series 63 license. Outside of his advisory role, he serves as Vice Chairman and Investment Committee Board Member for Advent Hospital Shawnee Mission and is a Director and Investment Committee Board Member for the Advent Hospital Foundation Shawnee Mission. Nova R Wealth, Inc. is a registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers wealth and investment management services with a primarily long-term investment approach, utilizing diversified allocations to mutual funds, ETFs, individual securities, and selectively, privately-offered securities for eligible investors.

Private / alternative investments Wealth management Retirement income strategy Business succession planning Charitable giving & philanthropy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Approaching retirement
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