Four former Wells Fargo advisors in Kansas City have launched NovaR Wealth Advisors via Dynasty Financial Partners, which provides integrated investment services and technology.
Timothy Rodgers, principal; Keith Osborne, vice president and financial advisor; Brian Fry, client services associate; and Billi Wood, office manager, collectively advise on over $400 million in client assets.
“We are deeply committed to the Kansas City market,” said Rodgers.
NovaR Wealth selected Fidelity Investments to provide custody services; and MarketCounsel as counsel for the initial launch and to manage its regulatory compliance program.
Click here for a recent feature looking at Dynasty’s business model.