Nuvern Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nuvern Wealth Advisors is an independent advisory firm that serves primarily individual clients and also accepts business and other legal entity engagements. The firm provides comprehensive financial planning and investment advisory services including portfolio management, retirement and college planning, estate‑planning guidance, and consulting.
Nuvern constructs customized portfolios that combine equities, fixed income, and other investments and applies both fundamental and technical analysis; it may also recommend registered third‑party portfolio managers when appropriate. The firm operates on a non‑discretionary basis—transactions are executed only with client consent—and monitors accounts on an ongoing basis with at least quarterly reviews.
Distinctive aspects of Nuvern’s practice include a formal program of educational seminars and workshops offered at no additional charge with limited attendance to encourage interaction. The firm also integrates a third‑party digital estate‑planning service into its offering and covers initial consultation costs, and it explicitly avoids uncovered options writing and discretionary trading as part of its stated risk management practices.
Client services
Expertise
Fee options
Comprehensive financial plan $5,250; financial plan without estate plan $4,250; estate plan $2,250; investment plan $1,500; retirement plan $1,500; college savings plan $1,200; annual retainer fee $1,000/year
$0 - $250,000: 1.00% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.50% $1,000,001+: 0.25%
$200 per hour for consulting or assets held away advisory services
Annual retainer fee of $1,000 per year, billed quarterly at $250, waived if client has $100,000 or more assets held with firm
Account minimum: $50,000 Fee-only: Financial planning flat fee $5,250; hourly consulting $200/hour; assets held away advisory $200/hour; per-plan fees from $1,200 to $5,250; annual retainer $1,000/year (waived if $100,000 or more assets held)
Main office
26 Broadway, Suite 934
New York NY 10004
Advisors at this office
1
Most active in
New York
Also doing business as
George Capital Advisors LLC · Nuvern Wealth Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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